Romano Brothers & Co’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Romano Brothers & Co’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	-41,128	Closed	-$997K	–	334
2026 Q1	$997K	Buy	41,128 +4,776	+13%	+$116K	0.11%	167
2025 Q4	$883K	Buy	36,352 +18,575	+104%	+$451K	0.1%	179
2025 Q3	$433K	Buy	+17,777	New	+$431K	0.05%	237

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

Romano Brothers & Co's IBDS Position: Q2 2026 in Review

Romano Brothers & Co sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 41,128 shares — an estimated $997K sold.

Romano Brothers & Co first reported a position in IBDS in Q3 2025 and held it in 3 quarters. The position peaked at $997K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Romano Brothers & Co reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Romano Brothers & Co sold 41,128 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $997K.
Romano Brothers & Co first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
Romano Brothers & Co's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $997K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.