Lifeworks Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Lifeworks Advisors’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	$395K	Buy	+16,325	New	+$395K	0.04%	230

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

Lifeworks Advisors's IBDS Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 16,325 shares worth $395K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings.

416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Lifeworks Advisors held 16,325 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $395K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Lifeworks Advisors position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #230 holding.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.