MML Investors Services
IBDS icon

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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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. 320 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.
  • 320 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.