Miracle Mile Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Miracle Mile 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	$8.52M	Buy	351,582 +20,584	+6%	+$498K	0.1%	152
2026 Q1	$8.02M	Buy	330,998 +120,242	+57%	+$2.92M	0.11%	140
2025 Q4	$5.12M	Buy	210,756 +4,697	+2%	+$114K	0.07%	184
2025 Q3	$5.02M	Buy	+206,059	New	+$5M	0.08%	183
2024 Q3	–	Sell	-1,788,411	Closed	-$42.4M	–	536
2024 Q2	$42.4M	Buy	1,788,411 +204,795	+13%	+$4.84M	1.04%	28
2024 Q1	$37.7M	Buy	1,583,616 +49,102	+3%	+$1.17M	0.95%	33
2023 Q4	$36.7M	Buy	1,534,514 +51,177	+3%	+$1.19M	1.01%	31
2023 Q3	$34.3M	Sell	1,483,337 -18,847	-1%	-$440K	1.06%	29
2023 Q2	$35.3M	Buy	1,502,184 +53,123	+4%	+$1.26M	1.07%	29
2023 Q1	$34.5M	Buy	+1,449,061	New	+$34.2M	1.12%	21

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

Miracle Mile Advisors's IBDS Position: Q2 2026 in Review

Miracle Mile Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6.2% in Q2 2026, buying an estimated $498K and bringing the position to 351,582 shares worth $8.52M. The position accounts for 0.1% of the portfolio, ranked #152.

Miracle Mile Advisors first reported a position in IBDS in Q1 2023 and has held it in 10 quarters since. The position peaked at $42.4M in Q2 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Miracle Mile Advisors held 351,582 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $8.52M as of Q2 2026.
Miracle Mile Advisors bought 20,584 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $498K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Miracle Mile Advisors's portfolio in Q2 2026, its #152 holding.
Miracle Mile Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 10 quarters since.
Miracle Mile Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $42.4M in Q2 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.