LifePlan Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

LifePlan Financial’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	$2.91M	Buy	120,053 +2,929	+3%	+$70.9K	2.04%	7
2026 Q1	$2.84M	Buy	117,124 +7,205	+7%	+$175K	2.1%	10
2025 Q4	$2.67M	Buy	109,919 +1,064	+1%	+$25.9K	2.05%	10
2025 Q3	$2.65M	Buy	108,855 +2,127	+2%	+$51.6K	2.1%	10
2025 Q2	$2.59M	Sell	106,728 -1,133	-1%	-$27.3K	2.15%	10
2025 Q1	$2.61M	Buy	107,861 +3,380	+3%	+$81.3K	2.27%	9
2024 Q4	$2.5M	Buy	104,481 +1,757	+2%	+$42.3K	2.21%	8
2024 Q3	$2.5M	Buy	102,724 +1,770	+2%	+$42.7K	2.15%	10
2024 Q2	$2.4M	Buy	100,954 +2,030	+2%	+$48K	2.21%	10
2024 Q1	$2.35M	Buy	98,924 +3,467	+4%	+$82.5K	2.16%	9
2023 Q4	$2.28M	Buy	+95,457	New	+$2.23M	2.29%	9

Other funds holding IBDS

HPC

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

CIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LifePlan Financial's IBDS Position: Q2 2026 in Review

LifePlan Financial increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.5% in Q2 2026, buying an estimated $70.9K and bringing the position to 120,053 shares worth $2.91M. The position accounts for 2.04% of the portfolio, ranked #7.

LifePlan Financial first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

LifePlan Financial held 120,053 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.91M as of Q2 2026.
LifePlan Financial bought 2,929 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $70.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 2.04% of LifePlan Financial's portfolio in Q2 2026, its #7 holding.
LifePlan Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
264 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.