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RFP Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

RFP Financial Group’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
2025
Q3 		– Sell
-15,266
Closed -$371K – 105
2025
Q2 		$371K Sell
15,266
-16,759
-52% -$404K 0.15% 74
2025
Q1 		$774K Buy
+32,025
New +$770K 0.31% 52

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RFP Financial Group's IBDS Position: Q3 2025 in Review

RFP Financial Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2025, closing a stake of 15,266 shares — an estimated $371K sold.

RFP Financial Group first reported a position in IBDS in Q1 2025 and held it in 2 quarters. The position peaked at $774K in Q1 2025. 378 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

  • RFP Financial Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • RFP Financial Group sold 15,266 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2025, an estimated $371K.
  • RFP Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • RFP Financial Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $774K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

Based on RFP Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.