Moors & Cabot’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Moors & Cabot’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 Q3	$416K	Buy	17,238 +612	+4%	+$14.8K	0.02%	630
2026 Q2	$403K	Buy	16,626 +1,244	+8%	+$30.1K	0.02%	635
2026 Q1	$373K	Buy	+15,382	New	+$373K	0.02%	632
2025 Q4	–	Hold	0	–	–	–	600
2025 Q3	–	Hold	0	–	–	–	635
2025 Q2	–	Hold	0	–	–	–	671
2025 Q1	–	Hold	0	–	–	–	674
2024 Q4	–	Hold	0	–	–	–	697
2024 Q3	–	Hold	0	–	–	–	727
2024 Q2	–	Hold	0	–	–	–	716

Other funds holding IBDS

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Moors & Cabot's IBDS Position: Q3 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.7% in Q3 2026, buying an estimated $14.8K and bringing the position to 17,238 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #630.

Moors & Cabot first reported a position in IBDS in Q1 2026 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Moors & Cabot held 17,238 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $416K as of Q3 2026.
Moors & Cabot bought 612 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $14.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #630 holding.
Moors & Cabot first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
286 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.