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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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. 256 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.
256 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.