NBT Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

NBT Bank’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
2025 Q4	–	Sell	-750	Closed	-$18.3K	–	832
2025 Q3	$18.3K	Buy	+750	New	+$18.2K	﹤0.01%	617

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NBT Bank's IBDS Position: Q4 2025 in Review

NBT Bank sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 750 shares — an estimated $18.3K sold.

NBT Bank first reported a position in IBDS in Q3 2025 and held it in 1 quarter. The position peaked at $18.3K in Q3 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

NBT Bank reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
NBT Bank sold 750 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $18.3K.
NBT Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
NBT Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $18.3K in Q3 2025.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on NBT Bank's 13F filing for Q4 2025, filed 23 Jan 2026.