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Sabal Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sabal Trust’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
Q1 		$3.85M Buy
159,259
+19,972
+14% +$480K 0.21% 78
2024
Q4 		$3.34M Buy
139,287
+31,560
+29% +$760K 0.19% 82
2024
Q3 		$2.63M Buy
107,727
+40,977
+61% +$988K 0.14% 88
2024
Q2 		$1.58M Buy
+66,750
New +$1.58M 0.09% 107

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 $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sabal Trust's IBDS Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 14% in Q1 2025, buying an estimated $480K and bringing the position to 159,259 shares worth $3.85M. The position accounts for 0.21% of the portfolio, ranked #78.

Sabal Trust first reported a position in IBDS in Q2 2024 and has held it in 4 quarters since. 364 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

  • Sabal Trust held 159,259 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.85M as of Q1 2025.
  • Sabal Trust bought 19,972 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $480K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.21% of Sabal Trust's portfolio in Q1 2025, its #78 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.