LPL Financial
IBDS icon

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

LPL 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 		$88.5M Buy
3,652,706
+215,097
+6% +$5.2M 0.02% 736
2026
Q1 		$83.3M Buy
3,437,609
+189,329
+6% +$4.6M 0.02% 672
2025
Q4 		$78.9M Buy
3,248,280
+383,068
+13% +$9.31M 0.02% 657
2025
Q3 		$69.7M Buy
2,865,212
+756,771
+36% +$18.4M 0.02% 687
2025
Q2 		$51.2M Sell
2,108,441
-1,975
-0.1% -$47.7K 0.02% 753
2025
Q1 		$51M Buy
2,110,416
+231,266
+12% +$5.56M 0.02% 683
2024
Q4 		$45M Buy
1,879,150
+310,339
+20% +$7.47M 0.02% 704
2024
Q3 		$38.2M Buy
1,568,811
+219,839
+16% +$5.3M 0.02% 730
2024
Q2 		$32M Buy
1,348,972
+144,834
+12% +$3.43M 0.02% 751
2024
Q1 		$28.7M Buy
1,204,138
+9,385
+0.8% +$223K 0.02% 785
2023
Q4 		$28.6M Buy
1,194,753
+109,923
+10% +$2.57M 0.02% 722
2023
Q3 		$25.1M Buy
1,084,830
+97,420
+10% +$2.27M 0.02% 706
2023
Q2 		$23.2M Sell
987,410
-17,118
-2% -$405K 0.02% 733
2023
Q1 		$23.9M Buy
1,004,528
+144,036
+17% +$3.4M 0.02% 685
2022
Q4 		$20.1M Buy
860,492
+217,055
+34% +$5.03M 0.02% 713
2022
Q3 		$14.8M Buy
643,437
+62,442
+11% +$1.49M 0.01% 771
2022
Q2 		$13.9M Buy
580,995
+203,020
+54% +$4.91M 0.01% 803
2022
Q1 		$9.43M Buy
377,975
+3,328
+0.9% +$85.3K 0.01% 1040
2021
Q4 		$9.95M Buy
374,647
+21,921
+6% +$584K 0.01% 1022
2021
Q3 		$9.52M Buy
352,726
+31,285
+10% +$849K 0.01% 996
2021
Q2 		$8.7M Buy
321,441
+36,871
+13% +$994K 0.01% 985
2021
Q1 		$7.6M Buy
284,570
+210,147
+282% +$5.72M 0.01% 968
2020
Q4 		$2.05M Buy
74,423
+485
+0.7% +$13.2K ﹤0.01% 1657
2020
Q3 		$2.01M Buy
73,938
+5,920
+9% +$161K ﹤0.01% 1454
2020
Q2 		$1.83M Buy
68,018
+8,365
+14% +$218K ﹤0.01% 1390
2020
Q1 		$1.46M Sell
59,653
-62,553
-51% -$1.61M ﹤0.01% 1375
2019
Q4 		$3.18M Buy
122,206
+23,051
+23% +$597K 0.01% 1073
2019
Q3 		$2.57M Buy
99,155
+62,943
+174% +$1.62M 0.01% 1111
2019
Q2 		$923K Buy
36,212
+2,228
+7% +$55.1K ﹤0.01% 1783
2019
Q1 		$834K Buy
33,984
+9,605
+39% +$230K ﹤0.01% 1781
2018
Q4 		$570K Buy
+24,379
New +$566K ﹤0.01% 1945

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial's IBDS Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6.3% in Q2 2026, buying an estimated $5.2M and bringing the position to 3,652,706 shares worth $88.5M. The position accounts for 0.02% of the portfolio, ranked #736.

LPL Financial first reported a position in IBDS in Q4 2018 and has held it in 31 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • LPL Financial held 3,652,706 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $88.5M as of Q2 2026.
  • LPL Financial bought 215,097 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $5.2M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #736 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2018 and has held it in 31 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.