Level Four Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
Other funds holding IBDS
HPC
SVWAG
CIA
Level Four Advisory Services's IBDS Position: Q2 2026 in Review
Level Four Advisory Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.08% in Q2 2026, buying an estimated $169 and bringing the position to 9,066 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #865.
Level Four Advisory Services first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.
- Level Four Advisory Services held 9,066 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $220K as of Q2 2026.
- Level Four Advisory Services bought 7 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $169.
- iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #865 holding.
- Level Four Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
- Level Four Advisory Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $220K in Q4 2025.
- 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.