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SHP Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

SHP Wealth Management’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 		– Sell
-152
Closed -$3.69K – 1863
2025
Q4 		$3.69K Buy
+152
New +$3.69K ﹤0.01% 1036

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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 $6.8B AUM 26.96% 1-Year Est. Return

SHP Wealth Management's IBDS Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 152 shares — an estimated $3.69K sold.

SHP Wealth Management first reported a position in IBDS in Q4 2025 and held it in 1 quarter. The position peaked at $3.69K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 152 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $3.69K.
  • SHP Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.69K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.