Northwest Bancshares’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Northwest Bancshares’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	$678K	Sell	27,975 -3,638	-12%	-$88K	0.12%	103
2026 Q1	$766K	Sell	31,613 -210	-0.7%	-$5.1K	0.15%	96
2025 Q4	$773K	Sell	31,823 -83	-0.3%	-$2.02K	0.15%	91
2025 Q3	$777K	Buy	31,906 +5,220	+20%	+$127K	0.13%	94
2025 Q2	$648K	Buy	26,686 +1,662	+7%	+$40.1K	0.11%	106
2025 Q1	$605K	Buy	+25,024	New	+$602K	0.11%	103
2020 Q4	–	Sell	-7,733	Closed	-$210K	–	225
2020 Q3	$210K	Hold	7,733	–	–	0.05%	215
2020 Q2	$208K	Buy	+7,733	New	+$201K	0.06%	219

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

Northwest Bancshares's IBDS Position: Q2 2026 in Review

Northwest Bancshares reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, selling an estimated $88K and leaving 27,975 shares worth $678K. The position accounts for 0.12% of the portfolio, ranked #103.

Northwest Bancshares first reported a position in IBDS in Q2 2020 and has held it in 8 quarters since. The position peaked at $777K in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Northwest Bancshares held 27,975 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $678K as of Q2 2026.
Northwest Bancshares sold 3,638 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $88K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.12% of Northwest Bancshares's portfolio in Q2 2026, its #103 holding.
Northwest Bancshares first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and has held it in 8 quarters since.
Northwest Bancshares's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $777K in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Northwest Bancshares's 13F filing for Q2 2026, filed 14 Aug 2026.