OneDigital Investment Advisors
IBDS icon

OneDigital Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

OneDigital Investment Advisors’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 		$5.87M Sell
242,492
-29,990
-11% -$726K 0.05% 288
2026
Q1 		$6.6M Buy
272,482
+827
+0.3% +$20.1K 0.06% 230
2025
Q4 		$6.6M Buy
+271,655
New +$6.6M 0.06% 226

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HM Payson & Co
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
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 $7.59B AUM 23.38% 1-Year Est. Return

OneDigital Investment Advisors's IBDS Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q2 2026, selling an estimated $726K and leaving 242,492 shares worth $5.87M. The position accounts for 0.05% of the portfolio, ranked #288.

OneDigital Investment Advisors first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.6M in Q1 2026. 417 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • OneDigital Investment Advisors held 242,492 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.87M as of Q2 2026.
  • OneDigital Investment Advisors sold 29,990 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $726K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #288 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.6M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.