Seven Springs Wealth Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Seven Springs Wealth 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
2025 Q3	–	Sell	-808,173	Closed	-$19.6M	–	84
2025 Q2	$19.6M	Buy	808,173 +75,713	+10%	+$1.83M	4.86%	5
2025 Q1	$17.7M	Buy	732,460 +71,425	+11%	+$1.72M	6.31%	4
2024 Q4	$15.8M	Buy	661,035 +54,410	+9%	+$1.31M	5.9%	4
2024 Q3	$14.8M	Buy	606,625 +26,065	+4%	+$628K	5.37%	5
2024 Q2	$13.8M	Buy	580,560 +123,970	+27%	+$2.93M	5.39%	4
2024 Q1	$10.9M	Buy	+456,590	New	+$10.9M	4.17%	6

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Seven Springs Wealth Group's IBDS Position: Q3 2025 in Review

Seven Springs Wealth Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2025, closing a stake of 808,173 shares — an estimated $19.6M sold.

Seven Springs Wealth Group first reported a position in IBDS in Q1 2024 and held it in 6 quarters. The position peaked at $19.6M in Q2 2025. 379 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

Seven Springs Wealth Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Seven Springs Wealth Group sold 808,173 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2025, an estimated $19.6M.
Seven Springs Wealth Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and held it in 6 quarters.
Seven Springs Wealth Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $19.6M in Q2 2025.
379 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

Based on Seven Springs Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.