Merit Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Merit Financial Group’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	$9.23M	Buy	381,291 +26,964	+8%	+$652K	0.06%	274
2026 Q1	$8.59M	Buy	354,327 +51,714	+17%	+$1.26M	0.06%	260
2025 Q4	$7.35M	Buy	302,613 +73,804	+32%	+$1.79M	0.06%	253
2025 Q3	$5.57M	Buy	228,809 +42,996	+23%	+$1.04M	0.05%	297
2025 Q2	$4.51M	Buy	+185,813	New	+$4.48M	0.05%	303

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

Merit Financial Group's IBDS Position: Q2 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 7.6% in Q2 2026, buying an estimated $652K and bringing the position to 381,291 shares worth $9.23M. The position accounts for 0.06% of the portfolio, ranked #274.

Merit Financial Group first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Merit Financial Group held 381,291 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.23M as of Q2 2026.
Merit Financial Group bought 26,964 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $652K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #274 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.