Medallion Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Medallion Wealth 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 Q1	$17.7K	Hold	730	–	–	0.01%	673
2025 Q4	$17.7K	Hold	730	–	–	0.01%	663
2025 Q3	$17.8K	Hold	730	–	–	0.01%	651
2025 Q2	$17.6K	Hold	730	–	–	0.01%	643
2025 Q1	$17.6K	Hold	730	–	–	0.01%	595
2024 Q4	$17.5K	Buy	+730	New	+$17.6K	0.01%	576

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $6.8B AUM 26.96% 1-Year Est. Return

Medallion Wealth Advisors's IBDS Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 730 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #673.

Medallion Wealth Advisors first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.8K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Medallion Wealth Advisors held 730 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $17.7K as of Q1 2026.
Medallion Wealth Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #673 holding.
Medallion Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $17.8K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.