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

MONECO 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	$3.78M	Sell	155,938 -3,198	-2%	-$77.4K	0.23%	90
2026 Q1	$3.86M	Buy	159,136 +8,934	+6%	+$217K	0.3%	73
2025 Q4	$3.65M	Buy	150,202 +6,550	+5%	+$159K	0.29%	72
2025 Q3	$3.5M	Buy	143,652 +3,771	+3%	+$91.4K	0.29%	74
2025 Q2	$3.39M	Buy	139,881 +8,477	+6%	+$205K	0.32%	63
2025 Q1	$3.18M	Buy	131,404 +16,408	+14%	+$395K	0.33%	69
2024 Q4	$2.76M	Buy	114,996 +16,981	+17%	+$409K	0.29%	85
2024 Q3	$2.39M	Buy	98,015 +6,989	+8%	+$168K	0.3%	93
2024 Q2	$2.16M	Buy	91,026 +682	+0.8%	+$16.1K	0.32%	91
2024 Q1	$2.15M	Buy	90,344 +30,002	+50%	+$714K	0.34%	87
2023 Q4	$1.44M	Buy	60,342 +16,469	+38%	+$384K	0.28%	96
2023 Q3	$1.02M	Buy	43,873 +64	+0.1%	+$1.49K	0.28%	94
2023 Q2	$1.03M	Buy	43,809 +3,837	+10%	+$90.8K	0.28%	93
2023 Q1	$952K	Buy	+39,972	New	+$944K	0.28%	92

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

MONECO Advisors's IBDS Position: Q2 2026 in Review

MONECO Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2% in Q2 2026, selling an estimated $77.4K and leaving 155,938 shares worth $3.78M. The position accounts for 0.23% of the portfolio, ranked #90.

MONECO Advisors first reported a position in IBDS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.86M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

MONECO Advisors held 155,938 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.78M as of Q2 2026.
MONECO Advisors sold 3,198 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $77.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.23% of MONECO Advisors's portfolio in Q2 2026, its #90 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
MONECO Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.86M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.