Miller Global Investments’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Miller Global Investments’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	$39.2K	Hold	1,620	–	–	0.03%	198
2026 Q1	$39.3K	Buy	+1,620	New	+$39.3K	0.04%	190

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

Miller Global Investments's IBDS Position: Q2 2026 in Review

Miller Global Investments held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 1,620 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #198.

Miller Global Investments first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $39.3K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Miller Global Investments held 1,620 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $39.2K as of Q2 2026.
Miller Global Investments left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Miller Global Investments's portfolio in Q2 2026, its #198 holding.
Miller Global Investments first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Miller Global Investments's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $39.3K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.