Next Level Wealth Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Next Level Wealth Planning’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	$300K	Buy	12,390 +1,023	+9%	+$24.8K	0.13%	62
2026 Q1	$276K	Hold	11,367	–	–	0.14%	55
2025 Q4	$276K	Hold	11,367	–	–	0.15%	52
2025 Q3	$277K	Buy	+11,367	New	+$276K	0.16%	45

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

Next Level Wealth Planning's IBDS Position: Q2 2026 in Review

Next Level Wealth Planning increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 9% in Q2 2026, buying an estimated $24.8K and bringing the position to 12,390 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #62.

Next Level Wealth Planning first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Next Level Wealth Planning held 12,390 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $300K as of Q2 2026.
Next Level Wealth Planning bought 1,023 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $24.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.13% of Next Level Wealth Planning's portfolio in Q2 2026, its #62 holding.
Next Level Wealth Planning first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.