Prospera Financial Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Prospera Financial Services’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	–	–	–	269
2026 Q1	–	Hold	0	–	–	–	293
2025 Q4	–	Sell	-165,285	Closed	-$4.02M	–	281
2025 Q3	$4.02M	Buy	+165,285	New	+$4.01M	0.07%	296
2022 Q2	–	Sell	-700	Closed	-$17K	–	2072
2022 Q1	$17K	Buy	+700	New	+$17.9K	﹤0.01%	1801
2020 Q3	–	Hold	0	–	–	–	907

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

Prospera Financial Services's IBDS Position: Q2 2026 in Review

Prospera Financial Services held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 0 shares worth $5.38M. The position accounts for 0.08% of the portfolio, ranked #269.

Prospera Financial Services first reported a position in IBDS in Q1 2022 and has held it in 2 quarters since. The position peaked at $4.02M in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Prospera Financial Services held 0 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.38M as of Q2 2026.
Prospera Financial Services left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #269 holding.
Prospera Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and has held it in 2 quarters since.
Prospera Financial Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.02M in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.