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Murphy Middleton Hinkle & Parker’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Murphy Middleton Hinkle & Parker’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 		– Sell
-25,992
Closed -$1.72M – 169
2025
Q4 		$1.72M Buy
+25,992
New +$631K 0.83% 33

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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

Murphy Middleton Hinkle & Parker's IBDS Position: Q1 2026 in Review

Murphy Middleton Hinkle & Parker sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 25,992 shares — an estimated $1.72M sold.

Murphy Middleton Hinkle & Parker first reported a position in IBDS in Q4 2025 and held it in 1 quarter. The position peaked at $1.72M in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Murphy Middleton Hinkle & Parker reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 25,992 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.72M.
  • Murphy Middleton Hinkle & Parker first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Murphy Middleton Hinkle & Parker's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.72M in Q4 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q1 2026, filed 15 Apr 2026.