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

Signature Wealth Management 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
2026
Q1 		$6.3M Sell
259,932
-392
-0.2% -$9.52K 2.39% 6
2025
Q4 		$6.32M Sell
260,324
-748
-0.3% -$18.2K 2.58% 3
2025
Q3 		$6.35M Buy
261,072
+172
+0.1% +$4.17K 2.47% 4
2025
Q2 		$6.33M Buy
260,900
+4,272
+2% +$103K 2.5% 3
2025
Q1 		$6.21M Buy
256,628
+906
+0.4% +$21.8K 2.42% 3
2024
Q4 		$6.13M Sell
255,722
-2,635
-1% -$63.4K 2.46% 3
2024
Q3 		$6.3M Buy
258,357
+2,142
+0.8% +$51.6K 2.53% 4
2024
Q2 		$6.08M Buy
256,215
+1,456
+0.6% +$34.4K 2.66% 4
2024
Q1 		$5.99M Sell
254,759
-625
-0.2% -$14.9K 2.72% 4
2023
Q4 		$6.11M Buy
+255,384
New +$5.96M 2.83% 4
2023
Q2 		$5.8M Buy
247,005
+3,823
+2% +$90.5K 2.7% 5
2023
Q1 		$5.79M Buy
243,182
+10,324
+4% +$244K 2.75% 4
2022
Q4 		$5.44M Buy
232,858
+16,306
+8% +$378K 2.66% 4
2022
Q3 		$4.98M Buy
216,552
+16,828
+8% +$402K 2.53% 4
2022
Q2 		$4.77M Buy
199,724
+23,217
+13% +$561K 2.32% 5
2022
Q1 		$4.4M Buy
176,507
+13,117
+8% +$336K 1.98% 10
2021
Q4 		$4.34M Buy
163,390
+3,937
+2% +$105K 2.19% 7
2021
Q3 		$4.3M Buy
159,453
+987
+0.6% +$26.8K 2.39% 3
2021
Q2 		$4.29M Buy
158,466
+826
+0.5% +$22.3K 2.39% 3
2021
Q1 		$4.21M Buy
157,640
+5,228
+3% +$142K 2.48% 3
2020
Q4 		$4.2M Sell
152,412
-453
-0.3% -$12.4K 2.65% 3
2020
Q3 		$4.15M Sell
152,865
-6,488
-4% -$177K 2.99% 3
2020
Q2 		$4.3M Sell
159,353
-121
-0.1% -$3.15K 3.28% 3
2020
Q1 		$3.91M Buy
159,474
+4,390
+3% +$113K 3.44% 3
2019
Q4 		$4.03M Buy
155,084
+907
+0.6% +$23.5K 2.55% 6
2019
Q3 		$4M Buy
154,177
+2,161
+1% +$55.6K 2.65% 6
2019
Q2 		$3.86M Buy
152,016
+616
+0.4% +$15.2K 2.58% 4
2019
Q1 		$3.71M Buy
151,400
+4,252
+3% +$102K 2.6% 6
2018
Q4 		$3.44M Buy
147,148
+92,610
+170% +$2.15M 2.67% 5
2018
Q3 		$1.27M Buy
+54,538
New +$1.29M 0.95% 39

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Signature Wealth Management Group's IBDS Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.15% in Q1 2026, selling an estimated $9.52K and leaving 259,932 shares worth $6.3M. The position accounts for 2.39% of the portfolio, ranked #6.

Signature Wealth Management Group first reported a position in IBDS in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.35M in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Signature Wealth Management Group held 259,932 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.3M as of Q1 2026.
  • Signature Wealth Management Group sold 392 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $9.52K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 2.39% of Signature Wealth Management Group's portfolio in Q1 2026, its #6 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2018 and has held it in 30 quarters since.
  • Signature Wealth Management Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.35M in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.