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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Moors & Cabot's IBDS Position: Q1 2026 in Review

Moors & Cabot opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026: 15,382 shares worth $373K. The stake represents 0.02% of the portfolio and ranks #632 among its holdings.

428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Moors & Cabot held 15,382 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $373K as of Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Moors & Cabot position in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #632 holding.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.