MML Investors Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

MML Investors Services’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	$517K	Buy	21,325 +2,453	+13%	+$59.4K	﹤0.01%	2444
2026 Q1	$457K	Sell	18,872 -2,653	-12%	-$64.4K	﹤0.01%	2287
2025 Q4	$523K	Sell	21,525 -875	-4%	-$21.3K	﹤0.01%	2239
2025 Q3	$545K	Sell	22,400 -7,831	-26%	-$190K	﹤0.01%	2116
2025 Q2	$734K	Sell	30,231 -30,140	-50%	-$727K	﹤0.01%	1845
2025 Q1	$1.46M	Buy	60,371 +16,971	+39%	+$408K	﹤0.01%	1351
2024 Q4	$1.04M	Buy	43,400 +3,691	+9%	+$88.8K	﹤0.01%	1479
2024 Q3	$968K	Buy	39,709 +7,158	+22%	+$173K	﹤0.01%	1469
2024 Q2	$772K	Buy	32,551 +238	+0.7%	+$5.63K	﹤0.01%	1536
2024 Q1	$769K	Sell	32,313 -3,960	-11%	-$94.3K	﹤0.01%	1563
2023 Q4	$868K	Sell	36,273 -4,676	-11%	-$109K	﹤0.01%	1444
2023 Q3	$948K	Sell	40,949 -4,210	-9%	-$98.2K	0.01%	1250
2023 Q2	$1.06M	Buy	45,159 +7,853	+21%	+$186K	0.01%	1206
2023 Q1	$889K	Buy	+37,306	New	+$881K	0.01%	1129

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

MML Investors Services's IBDS Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 13% in Q2 2026, buying an estimated $59.4K and bringing the position to 21,325 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

MML Investors Services first reported a position in IBDS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

MML Investors Services held 21,325 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $517K as of Q2 2026.
MML Investors Services bought 2,453 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $59.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2444 holding.
MML Investors Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
MML Investors Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.46M in Q1 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.