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

MKT 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
2025 Q4	–	Sell	-8,720	Closed	-$212K	–	168
2025 Q3	$212K	Sell	8,720 -1,449	-14%	-$35.1K	0.08%	158
2025 Q2	$246K	Buy	10,169 +3	+0%	+$72	0.1%	140
2025 Q1	$244K	Sell	10,166 -644	-6%	-$15.5K	0.11%	124
2024 Q4	$259K	Sell	10,810 -1,747	-14%	-$42.1K	0.11%	120
2024 Q3	$305K	Sell	12,557 -2,350	-16%	-$56.6K	0.14%	109
2024 Q2	$354K	Sell	14,907 -517	-3%	-$12.2K	0.18%	91
2024 Q1	$362K	Buy	15,424 +92	+0.6%	+$2.19K	0.2%	92
2023 Q4	$365K	Buy	15,332 +5,095	+50%	+$119K	0.24%	90
2023 Q3	$235K	Buy	+10,237	New	+$239K	0.18%	114

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MKT Advisors's IBDS Position: Q4 2025 in Review

MKT Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 8,720 shares — an estimated $212K sold.

MKT Advisors first reported a position in IBDS in Q3 2023 and held it in 9 quarters. The position peaked at $365K in Q4 2023. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

MKT Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
MKT Advisors sold 8,720 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $212K.
MKT Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
MKT Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $365K in Q4 2023.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on MKT Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.