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

Maryland Capital 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	$254K	Buy	+10,504	New	+$254K	0.08%	77
2025 Q4	$302K	Sell	12,429 -179	-1%	-$4.35K	0.1%	68
2025 Q3	$307K	Sell	12,608 -1,396	-10%	-$33.9K	0.11%	65
2025 Q2	$340K	Hold	14,004	–	–	0.13%	63
2025 Q1	$339K	Buy	14,004 +7,893	+129%	+$190K	0.15%	59
2024 Q4	$146K	Buy	6,111 +2,336	+62%	+$56.2K	0.07%	83
2024 Q3	$92K	Sell	3,775 -176	-4%	-$4.24K	0.04%	98
2024 Q2	$93.8K	Sell	3,951 -48	-1%	-$1.14K	0.05%	96
2024 Q1	$95.2K	Buy	+3,999	New	+$95.2K	0.06%	90

Other funds holding IBDS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Maryland Capital Advisors's IBDS Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 10,504 shares worth $254K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IBDS as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IBDS in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q2 2025. 280 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Maryland Capital Advisors held 10,504 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $254K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of Maryland Capital Advisors's portfolio in Q2 2026, its #77 holding.
Maryland Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Maryland Capital Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $340K in Q2 2025.
280 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.