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Maridea Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Maridea Wealth Management’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 		$223K Sell
9,204
-286
-3% -$6.94K 0.03% 413
2025
Q4 		$230K Buy
+9,490
New +$231K 0.03% 370

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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

Maridea Wealth Management's IBDS Position: Q1 2026 in Review

Maridea Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3% in Q1 2026, selling an estimated $6.94K and leaving 9,204 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #413.

Maridea Wealth Management first reported a position in IBDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Maridea Wealth Management held 9,204 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $223K as of Q1 2026.
  • Maridea Wealth Management sold 286 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $6.94K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #413 holding.
  • Maridea Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $230K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.