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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return