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 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 $1.37T 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 $6.8B AUM 26.96% 1-Year Est. Return

Next Level Wealth Planning's IBDS Position: Q1 2026 in Review

Next Level Wealth Planning held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 11,367 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #55.

Next Level Wealth Planning first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $277K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Next Level Wealth Planning held 11,367 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $276K as of Q1 2026.
Next Level Wealth Planning left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.14% of Next Level Wealth Planning's portfolio in Q1 2026, its #55 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 3 quarters since.
Next Level Wealth Planning's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $277K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.