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

Prime Capital 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	$331K	Sell	13,666 -35,588	-72%	-$861K	﹤0.01%	827
2026 Q1	$1.19M	Sell	49,254 -22,606	-31%	-$549K	0.01%	468
2025 Q4	$1.74M	Buy	71,860 +12,472	+21%	+$303K	0.02%	372
2025 Q3	$1.45M	Buy	59,388 +2,277	+4%	+$55.2K	0.02%	401
2025 Q2	$1.39M	Sell	57,111 -42,924	-43%	-$1.04M	0.02%	406
2025 Q1	$2.42M	Buy	100,035 +43,199	+76%	+$1.04M	0.03%	333
2024 Q4	$1.36M	Buy	56,836 +3,129	+6%	+$75.3K	0.02%	369
2024 Q3	$1.31M	Buy	53,707 +6,242	+13%	+$150K	0.02%	385
2024 Q2	$1.13M	Sell	47,465 -3,994	-8%	-$94.5K	0.02%	410
2024 Q1	$1.22M	Buy	51,459 +5,648	+12%	+$134K	0.02%	432
2023 Q4	$1.1M	Buy	+45,811	New	+$1.07M	0.02%	415

Other funds holding IBDS

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Prime Capital Investment Advisors's IBDS Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 72% in Q2 2026, selling an estimated $861K and leaving 13,666 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Prime Capital Investment Advisors first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q1 2025. 345 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Prime Capital Investment Advisors held 13,666 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $331K as of Q2 2026.
Prime Capital Investment Advisors sold 35,588 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $861K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #827 holding.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Prime Capital Investment Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.42M in Q1 2025.
345 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.