Legacy Bridge’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Legacy Bridge’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.1K	Sell	1,368 -50	-4%	-$1.21K	0.01%	227
2026 Q1	$34.4K	Hold	1,418	–	–	0.01%	218
2025 Q4	$34.4K	Sell	1,418 -275	-16%	-$6.68K	0.01%	221
2025 Q3	$41.2K	Buy	1,693 +795	+89%	+$19.3K	0.02%	207
2025 Q2	$21.8K	Buy	898 +61	+7%	+$1.47K	0.01%	225
2025 Q1	$20.2K	Buy	837 +655	+360%	+$15.8K	0.01%	222
2024 Q4	$4.36K	Hold	182	–	–	﹤0.01%	276
2024 Q3	$4.44K	Hold	182	–	–	﹤0.01%	274
2024 Q2	$4.32K	Hold	182	–	–	﹤0.01%	270
2024 Q1	$4.33K	Hold	182	–	–	﹤0.01%	297
2023 Q4	$4.36K	Buy	+182	New	+$4.25K	﹤0.01%	277

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Legacy Bridge's IBDS Position: Q2 2026 in Review

Legacy Bridge reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.5% in Q2 2026, selling an estimated $1.21K and leaving 1,368 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #227.

Legacy Bridge first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.2K in Q3 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Legacy Bridge held 1,368 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $33.1K as of Q2 2026.
Legacy Bridge sold 50 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.21K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Legacy Bridge's portfolio in Q2 2026, its #227 holding.
Legacy Bridge first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Bridge's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $41.2K in Q3 2025.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.