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

Sachetta’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 Q4	–	Sell	-2,000	Closed	-$48.7K	–	1061
2025 Q3	$48.7K	Hold	2,000	–	–	0.02%	268
2025 Q2	$48.5K	Hold	2,000	–	–	0.02%	258
2025 Q1	$48.4K	Hold	2,000	–	–	0.02%	256
2024 Q4	$47.9K	Hold	2,000	–	–	0.02%	268
2024 Q3	$48.7K	Sell	2,000 -700	-26%	-$16.9K	0.02%	277
2024 Q2	$64.7K	Hold	2,700	–	–	0.03%	231
2024 Q1	$64.6K	Hold	2,700	–	–	0.03%	225
2023 Q4	$64.6K	Buy	+2,700	New	+$63K	0.03%	225

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sachetta's IBDS Position: Q4 2025 in Review

Sachetta sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 2,000 shares — an estimated $48.7K sold.

Sachetta first reported a position in IBDS in Q4 2023 and held it in 8 quarters. The position peaked at $64.7K in Q2 2024. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

Sachetta reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Sachetta sold 2,000 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $48.7K.
Sachetta first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Sachetta's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $64.7K in Q2 2024.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Sachetta's 13F filing for Q4 2025, filed 2 Feb 2026.