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 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

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

Moors & Cabot's IBDS Position: Q2 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 8.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 16,626 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #635.

Moors & Cabot first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Moors & Cabot held 16,626 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $403K as of Q2 2026.
Moors & Cabot bought 1,244 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $30.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #635 holding.
Moors & Cabot first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.