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

Sentinel Pension 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 Q1	$205K	Buy	8,440 +59	+0.7%	+$1.43K	0.03%	131
2025 Q4	$203K	Sell	8,381 -54	-0.6%	-$1.31K	0.03%	128
2025 Q3	$205K	Buy	+8,435	New	+$205K	0.03%	122

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Sentinel Pension Advisors's IBDS Position: Q1 2026 in Review

Sentinel Pension Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.7% in Q1 2026, buying an estimated $1.43K and bringing the position to 8,440 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #131.

Sentinel Pension Advisors first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $205K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Sentinel Pension Advisors held 8,440 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $205K as of Q1 2026.
Sentinel Pension Advisors bought 59 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.43K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q1 2026, its #131 holding.
Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
Sentinel Pension Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $205K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.