Regions Financial Corp’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Regions Financial Corp’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	$4.23M	Buy	174,589 +3,349	+2%	+$81K	0.03%	251
2026 Q1	$4.15M	Buy	171,240 +37,538	+28%	+$911K	0.03%	250
2025 Q4	$3.25M	Buy	133,702 +93,036	+229%	+$2.26M	0.02%	303
2025 Q3	$990K	Buy	40,666 +2,412	+6%	+$58.5K	0.01%	500
2025 Q2	$928K	Sell	38,254 -11,055	-22%	-$267K	0.01%	502
2025 Q1	$1.19M	Buy	49,309 +8,407	+21%	+$202K	0.01%	455
2024 Q4	$980K	Buy	40,902 +2,252	+6%	+$54.2K	0.01%	484
2024 Q3	$942K	Buy	38,650 +3,326	+9%	+$80.2K	0.01%	503
2024 Q2	$838K	Buy	35,324 +3,466	+11%	+$82K	0.01%	502
2024 Q1	$758K	Buy	31,858 +9,546	+43%	+$227K	0.01%	534
2023 Q4	$534K	Buy	22,312 +2,425	+12%	+$56.6K	﹤0.01%	573
2023 Q3	$460K	Buy	19,887 +2,172	+12%	+$50.7K	﹤0.01%	581
2023 Q2	$416K	Buy	17,715 +7,789	+78%	+$184K	﹤0.01%	624
2023 Q1	$237K	Buy	+9,926	New	+$234K	﹤0.01%	746

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

Regions Financial Corp's IBDS Position: Q2 2026 in Review

Regions Financial Corp increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2% in Q2 2026, buying an estimated $81K and bringing the position to 174,589 shares worth $4.23M. The position accounts for 0.03% of the portfolio, ranked #251.

Regions Financial Corp first reported a position in IBDS in Q1 2023 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Regions Financial Corp held 174,589 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.23M as of Q2 2026.
Regions Financial Corp bought 3,349 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $81K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Regions Financial Corp's portfolio in Q2 2026, its #251 holding.
Regions Financial Corp first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.