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McIlrath & Eck’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

McIlrath & Eck’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 		$62.8K Buy
2,590
+18
+0.7% +$437 ﹤0.01% 483
2025
Q4 		$62.4K Buy
2,572
+37
+1% +$899 0.01% 312
2025
Q3 		$61.7K Buy
2,535
+28
+1% +$679 0.01% 280
2025
Q2 		$60.9K Buy
+2,507
New +$60.5K 0.01% 280

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

McIlrath & Eck's IBDS Position: Q1 2026 in Review

McIlrath & Eck increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.7% in Q1 2026, buying an estimated $437 and bringing the position to 2,590 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

McIlrath & Eck first reported a position in IBDS in Q2 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • McIlrath & Eck held 2,590 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $62.8K as of Q1 2026.
  • McIlrath & Eck bought 18 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $437.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #483 holding.
  • McIlrath & Eck first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.