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

Smith Salley 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
2025
Q4 		– Sell
-22,278
Closed -$542K – 269
2025
Q3 		$542K Buy
+22,278
New +$540K 0.03% 177

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
AF
Align Financial Hermantown, Minnesota $202M AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Smith Salley Wealth Management's IBDS Position: Q4 2025 in Review

Smith Salley Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 22,278 shares — an estimated $542K sold.

Smith Salley Wealth Management first reported a position in IBDS in Q3 2025 and held it in 1 quarter. The position peaked at $542K in Q3 2025. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Smith Salley Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 22,278 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $542K.
  • Smith Salley Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $542K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Smith Salley Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.