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

Sanctuary 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 Q2	$16.3M	Buy	671,274 +5,029	+0.8%	+$122K	0.08%	269
2026 Q1	$16.1M	Buy	666,245 +29,041	+5%	+$705K	0.09%	236
2025 Q4	$15.5M	Buy	637,204 +240,266	+61%	+$5.84M	0.08%	236
2025 Q3	$9.66M	Buy	396,938 +31,245	+9%	+$758K	0.06%	349
2025 Q2	$8.88M	Sell	365,693 -8,444	-2%	-$204K	0.05%	348
2025 Q1	$9.05M	Buy	374,137 +6,820	+2%	+$164K	0.06%	313
2024 Q4	$8.85M	Sell	367,317 -42,329	-10%	-$1.02M	0.06%	348
2024 Q3	$9.83M	Buy	409,646 +125,656	+44%	+$3.03M	0.06%	316
2024 Q2	$6.69M	Buy	+283,990	New	+$6.72M	0.05%	375

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

Sanctuary Advisors's IBDS Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.75% in Q2 2026, buying an estimated $122K and bringing the position to 671,274 shares worth $16.3M. The position accounts for 0.08% of the portfolio, ranked #269.

Sanctuary Advisors first reported a position in IBDS in Q2 2024 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Sanctuary Advisors held 671,274 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $16.3M as of Q2 2026.
Sanctuary Advisors bought 5,029 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $122K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #269 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.