Robinson Smith Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Robinson Smith Wealth Advisors’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	$585K	Hold	24,136	–	–	0.4%	43
2025 Q4	$586K	Hold	24,136	–	–	0.4%	44
2025 Q3	$587K	Sell	24,136 -1,450	-6%	-$35.2K	0.42%	43
2025 Q2	$621K	Hold	25,586	–	–	0.5%	38
2025 Q1	$619K	Hold	25,586	–	–	0.52%	39
2024 Q4	$613K	Hold	25,586	–	–	0.52%	39
2024 Q3	$624K	Buy	25,586 +151	+0.6%	+$3.64K	0.53%	43
2024 Q2	$604K	Hold	25,435	–	–	0.53%	44
2024 Q1	$605K	Buy	25,435 +8,100	+47%	+$193K	0.58%	45
2023 Q4	$415K	Buy	+17,335	New	+$405K	0.41%	50

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

Robinson Smith Wealth Advisors's IBDS Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 24,136 shares worth $585K. The position accounts for 0.4% of the portfolio, ranked #43.

Robinson Smith Wealth Advisors first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $624K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Robinson Smith Wealth Advisors held 24,136 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $585K as of Q1 2026.
Robinson Smith Wealth Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.4% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $624K in Q3 2024.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.