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

Mayflower Financial 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	$1.03M	Hold	42,347	–	–	0.09%	196
2026 Q1	$1.03M	Hold	42,347	–	–	0.12%	168
2025 Q4	$1.03M	Buy	42,347 +26,400	+166%	+$641K	0.12%	157
2025 Q3	$388K	Hold	15,947	–	–	0.05%	291
2025 Q2	$387K	Buy	15,947 +1,000	+7%	+$24.1K	0.05%	276
2025 Q1	$361K	Buy	14,947 +6,500	+77%	+$156K	0.05%	273
2024 Q4	$202K	Hold	8,447	–	–	0.03%	371
2024 Q3	$206K	Sell	8,447 -1,692	-17%	-$40.8K	0.03%	361
2024 Q2	$241K	Hold	10,139	–	–	0.04%	312
2024 Q1	$241K	Buy	+10,139	New	+$241K	0.04%	313

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

Mayflower Financial Advisors's IBDS Position: Q2 2026 in Review

Mayflower Financial Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 42,347 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #196.

Mayflower Financial Advisors first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Mayflower Financial Advisors held 42,347 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.03M as of Q2 2026.
Mayflower Financial Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #196 holding.
Mayflower Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Mayflower Financial Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.03M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.