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

Northstar 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	–	Hold	0	–	–	–	15
2026 Q1	–	Hold	0	–	–	–	13
2025 Q4	–	Hold	0	–	–	–	13
2025 Q3	–	Hold	0	–	–	–	14
2025 Q2	–	Hold	0	–	–	–	15
2025 Q1	–	Hold	0	–	–	–	18
2024 Q4	–	Hold	0	–	–	–	28
2024 Q3	–	Hold	0	–	–	–	28
2024 Q2	–	Hold	0	–	–	–	32
2024 Q1	–	Hold	0	–	–	–	41
2023 Q4	–	Hold	0	–	–	–	61

Other funds holding IBDS

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors

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

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial

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

Sound View Wealth Advisors Group

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Capital Investment Advisors

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return