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

Sequoia Financial 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	$2.14M	Hold	88,225	–	–	0.01%	618
2026 Q1	$2.14M	Buy	88,225 +8,220	+10%	+$200K	0.01%	581
2025 Q4	$1.94M	Hold	80,005	–	–	0.01%	581
2025 Q3	$1.95M	Hold	80,005	–	–	0.01%	530
2025 Q2	$1.94M	Buy	+80,005	New	+$1.93M	0.01%	484

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

Sequoia Financial Advisors's IBDS Position: Q2 2026 in Review

Sequoia Financial Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 88,225 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #618.

Sequoia Financial Advisors first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.14M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Sequoia Financial Advisors held 88,225 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.14M as of Q2 2026.
Sequoia Financial Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #618 holding.
Sequoia Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Sequoia Financial Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.14M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.