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 Q2	–	Sell	-730	Closed	-$17.7K	–	1261
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 $1.55T 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

Medallion Wealth Advisors's IBDS Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 730 shares — an estimated $17.7K sold.

Medallion Wealth Advisors first reported a position in IBDS in Q4 2024 and held it in 6 quarters. The position peaked at $17.8K in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 730 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $17.7K.
Medallion Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $17.8K in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.