Simon Quick Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Simon Quick 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	$413K	Hold	17,061	–	–	0.02%	289
2026 Q1	$414K	Hold	17,061	–	–	0.02%	268
2025 Q4	$414K	Buy	17,061 +2,124	+14%	+$51.6K	0.02%	273
2025 Q3	$364K	Hold	14,937	–	–	0.02%	306
2025 Q2	$363K	Buy	+14,937	New	+$360K	0.02%	284

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

Simon Quick Advisors's IBDS Position: Q2 2026 in Review

Simon Quick Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 17,061 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #289.

Simon Quick Advisors first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $414K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Simon Quick Advisors held 17,061 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $413K as of Q2 2026.
Simon Quick 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 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #289 holding.
Simon Quick Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Simon Quick Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $414K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.