M3 Advisory Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

M3 Advisory Group’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	–	Sell	-9,150	Closed	-$222K	–	160
2026 Q1	$222K	Hold	9,150	–	–	0.14%	132
2025 Q4	$222K	Hold	9,150	–	–	0.14%	129
2025 Q3	$223K	Hold	9,150	–	–	0.14%	136
2025 Q2	$222K	Hold	9,150	–	–	0.15%	131
2025 Q1	$221K	Hold	9,150	–	–	0.17%	120
2024 Q4	$219K	Hold	9,150	–	–	0.16%	135
2024 Q3	$223K	Buy	+9,150	New	+$221K	0.16%	133

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

M3 Advisory Group's IBDS Position: Q2 2026 in Review

M3 Advisory Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 9,150 shares — an estimated $222K sold.

M3 Advisory Group first reported a position in IBDS in Q3 2024 and held it in 7 quarters. The position peaked at $223K in Q3 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

M3 Advisory Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
M3 Advisory Group sold 9,150 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $222K.
M3 Advisory Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and held it in 7 quarters.
M3 Advisory Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $223K in Q3 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.