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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

M3 Advisory Group's IBDS Position: Q1 2026 in Review

M3 Advisory Group held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 9,150 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #132.

M3 Advisory Group first reported a position in IBDS in Q3 2024 and has held it in 7 quarters since. The position peaked at $223K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

M3 Advisory Group held 9,150 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $222K as of Q1 2026.
M3 Advisory Group left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.14% of M3 Advisory Group's portfolio in Q1 2026, its #132 holding.
M3 Advisory Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
M3 Advisory Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $223K in Q3 2024.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.