Redwood Financial Network’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Redwood Financial Network’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 Q1	$1.27M	Buy	52,598 +2,245	+4%	+$54.5K	0.84%	31
2025 Q4	$1.22M	Buy	50,353 +957	+2%	+$23.3K	0.78%	31
2025 Q3	$1.2M	Buy	49,396 +2,327	+5%	+$56.4K	0.76%	35
2025 Q2	$1.14M	Buy	47,069 +653	+1%	+$15.8K	0.77%	38
2025 Q1	$1.12M	Buy	46,416 +690	+2%	+$16.6K	0.85%	34
2024 Q4	$1.1M	Buy	45,726 +5,305	+13%	+$128K	0.82%	36
2024 Q3	$985K	Buy	40,421 +1,844	+5%	+$44.4K	0.77%	39
2024 Q2	$915K	Buy	38,577 +1,208	+3%	+$28.6K	0.77%	37
2024 Q1	$889K	Buy	37,369 +2,295	+7%	+$54.6K	0.77%	37
2023 Q4	$839K	Sell	35,074 -1,910	-5%	-$44.6K	0.81%	38
2023 Q3	$856K	Sell	36,984 -3,234	-8%	-$75.5K	0.91%	36
2023 Q2	$944K	Buy	40,218 +282	+0.7%	+$6.67K	0.89%	31
2023 Q1	$951K	Buy	39,936 +2,905	+8%	+$68.6K	0.97%	23
2022 Q4	$865K	Buy	37,031 +354	+1%	+$8.21K	0.98%	27
2022 Q3	$844K	Sell	36,677 -110	-0.3%	-$2.63K	0.96%	29
2022 Q2	$878K	Sell	36,787 -584	-2%	-$14.1K	0.96%	32
2022 Q1	$932K	Buy	+37,371	New	+$958K	0.86%	38

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Redwood Financial Network's IBDS Position: Q1 2026 in Review

Redwood Financial Network increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.5% in Q1 2026, buying an estimated $54.5K and bringing the position to 52,598 shares worth $1.27M. The position accounts for 0.84% of the portfolio, ranked #31.

Redwood Financial Network first reported a position in IBDS in Q1 2022 and has held it in 17 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Redwood Financial Network held 52,598 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.27M as of Q1 2026.
Redwood Financial Network bought 2,245 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $54.5K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.84% of Redwood Financial Network's portfolio in Q1 2026, its #31 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and has held it in 17 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.