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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
Q2 		– Sell
-52,598
Closed -$1.27M – 195
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
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
HPC
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
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

Redwood Financial Network's IBDS Position: Q2 2026 in Review

Redwood Financial Network sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 52,598 shares — an estimated $1.27M sold.

Redwood Financial Network first reported a position in IBDS in Q1 2022 and held it in 17 quarters. The position peaked at $1.27M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Redwood Financial Network reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Redwood Financial Network sold 52,598 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.27M.
  • Redwood Financial Network first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and held it in 17 quarters.
  • Redwood Financial Network's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.27M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.