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 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 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. 429 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.
429 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.