Neuberger Berman Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Neuberger Berman Group’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	$761K	Buy	31,421 +3,064	+11%	+$74.1K	﹤0.01%	1622
2026 Q1	$687K	Hold	28,357	–	–	﹤0.01%	1547
2025 Q4	$689K	Buy	28,357 +6,025	+27%	+$146K	﹤0.01%	1529
2025 Q3	$544K	Hold	22,332	–	–	﹤0.01%	1566
2025 Q2	$542K	Buy	22,332 +1,800	+9%	+$43.4K	﹤0.01%	1551
2025 Q1	$496K	Hold	20,532	–	–	﹤0.01%	1527
2024 Q4	$492K	Hold	20,532	–	–	﹤0.01%	1528
2024 Q3	$500K	Buy	20,532 +900	+5%	+$21.7K	﹤0.01%	1525
2024 Q2	$466K	Buy	19,632 +1,217	+7%	+$28.8K	﹤0.01%	1509
2024 Q1	$438K	Buy	+18,415	New	+$438K	﹤0.01%	1543

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

Neuberger Berman Group's IBDS Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q2 2026, buying an estimated $74.1K and bringing the position to 31,421 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Neuberger Berman Group first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Neuberger Berman Group held 31,421 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $761K as of Q2 2026.
Neuberger Berman Group bought 3,064 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $74.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1622 holding.
Neuberger Berman Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.