SageView Advisory Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

SageView Advisory 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
2026 Q2	$282K	Buy	+11,659	New	+$282K	0.01%	509
2026 Q1	–	Sell	-9,416	Closed	-$229K	–	484
2025 Q4	$229K	Buy	+9,416	New	+$229K	0.01%	550
2024 Q2	–	Sell	-13,103	Closed	-$729K	–	612
2024 Q1	$729K	Buy	+13,103	New	+$312K	0.04%	250
2023 Q4	–	Sell	-29,110	Closed	-$674K	–	691
2023 Q3	$674K	Buy	29,110 +2,916	+11%	+$68K	0.04%	275
2023 Q2	$615K	Buy	26,194 +17,467	+200%	+$413K	0.03%	316
2023 Q1	$208K	Sell	8,727 -2,356	-21%	-$55.6K	0.01%	449
2022 Q4	$259K	Buy	+11,083	New	+$257K	0.02%	355

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

SageView Advisory Group's IBDS Position: Q2 2026 in Review

SageView Advisory Group opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 11,659 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IBDS as recently as Q4 2025.

SageView Advisory Group first reported a position in IBDS in Q4 2022 and has held it in 7 quarters since. The position peaked at $729K in Q1 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

SageView Advisory Group held 11,659 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $282K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new SageView Advisory Group position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #509 holding.
SageView Advisory Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 7 quarters since.
SageView Advisory Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $729K in Q1 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.