Mosaic Family Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Mosaic Family Wealth Partners’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	$1.47M	Buy	60,583 +12,068	+25%	+$292K	0.1%	167
2026 Q1	$1.18M	Buy	48,515 +26,133	+117%	+$634K	0.12%	102
2025 Q4	$543K	Buy	22,382 +7,255	+48%	+$176K	0.06%	147
2025 Q3	$368K	Sell	15,127 -13,114	-46%	-$318K	0.04%	166
2025 Q2	$685K	Buy	28,241 +4,060	+17%	+$98K	0.09%	107
2025 Q1	$585K	Buy	24,181 +1,580	+7%	+$38K	0.08%	123
2024 Q4	$542K	Buy	22,601 +13,315	+143%	+$321K	0.08%	120
2024 Q3	$226K	Buy	+9,286	New	+$224K	0.03%	188

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

Mosaic Family Wealth Partners's IBDS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 25% in Q2 2026, buying an estimated $292K and bringing the position to 60,583 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #167.

Mosaic Family Wealth Partners first reported a position in IBDS in Q3 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Mosaic Family Wealth Partners held 60,583 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.47M as of Q2 2026.
Mosaic Family Wealth Partners bought 12,068 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $292K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #167 holding.
Mosaic Family Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.