Mutual Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Mutual Advisors’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	$379K	Buy	15,632 +115	+0.7%	+$2.79K	0.01%	1020
2025 Q4	$377K	Buy	15,517 +19	+0.1%	+$462	0.01%	1003
2025 Q3	$378K	Sell	15,498 -400	-3%	-$9.7K	0.01%	980
2025 Q2	$385K	Sell	15,898 -761	-5%	-$18.4K	0.01%	891
2025 Q1	$403K	Sell	16,659 -208	-1%	-$5K	0.01%	802
2024 Q4	$405K	Sell	16,867 -3,253	-16%	-$78.3K	0.01%	778
2024 Q3	$485K	Sell	20,120 -3,674	-15%	-$88.5K	0.01%	716
2024 Q2	$570K	Sell	23,794 -4,780	-17%	-$113K	0.02%	655
2024 Q1	$680K	Buy	28,574 +2,484	+10%	+$59.1K	0.02%	598
2023 Q4	$624K	Buy	26,090 +14,557	+126%	+$340K	0.02%	596
2023 Q3	$267K	Hold	11,533	–	–	0.01%	820
2023 Q2	$271K	Sell	11,533 -34	-0.3%	-$805	0.01%	843
2023 Q1	$276K	Sell	11,567 -560	-5%	-$13.2K	0.01%	805
2022 Q4	$283K	Hold	12,127	–	–	0.01%	757
2022 Q3	$279K	Buy	12,127 +1,291	+12%	+$30.8K	0.01%	734
2022 Q2	$259K	Buy	+10,836	New	+$262K	0.02%	717

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 $32.7B AUM 19.2% 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 $377B AUM 19.32% 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 $6.22B AUM 22.28% 1-Year Est. Return

Mutual Advisors's IBDS Position: Q1 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.74% in Q1 2026, buying an estimated $2.79K and bringing the position to 15,632 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1020.

Mutual Advisors first reported a position in IBDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $680K in Q1 2024. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Mutual Advisors held 15,632 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $379K as of Q1 2026.
Mutual Advisors bought 115 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $2.79K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1020 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
Mutual Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $680K in Q1 2024.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.