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

Midland 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	$376K	Buy	15,524 +6,468	+71%	+$156K	0.02%	126
2026 Q1	$220K	Buy	9,056 +408	+5%	+$9.9K	0.01%	155
2025 Q4	$210K	Hold	8,648	–	–	0.01%	162
2025 Q3	$210K	Buy	+8,648	New	+$210K	0.01%	167

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

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

Midland Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 71% in Q2 2026, buying an estimated $156K and bringing the position to 15,524 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #126.

Midland Wealth Advisors first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Midland Wealth Advisors held 15,524 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $376K as of Q2 2026.
Midland Wealth Advisors bought 6,468 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $156K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Midland Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.