Snowden Capital Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Snowden Capital 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	–	Hold	0	–	–	–	164
2026 Q1	–	Hold	0	–	–	–	140
2025 Q4	–	Hold	0	–	–	–	140
2025 Q3	–	Hold	0	–	–	–	118
2025 Q2	–	Hold	0	–	–	–	46
2025 Q1	–	Hold	0	–	–	–	45
2024 Q4	–	Hold	0	–	–	–	43
2024 Q3	–	Hold	0	–	–	–	50
2024 Q2	–	Hold	0	–	–	–	54
2024 Q1	–	Hold	0	–	–	–	59
2023 Q4	–	Hold	0	–	–	–	69
2023 Q3	–	Hold	0	–	–	–	64
2023 Q2	–	Hold	0	–	–	–	111
2023 Q1	–	Hold	0	–	–	–	278
2022 Q4	–	Sell	-16,381	Closed	-$380K	–	307
2022 Q3	$376K	Sell	16,381 -2,332	-12%	-$55.7K	0.02%	782
2022 Q2	$446K	Buy	+18,713	New	+$452K	0.02%	678

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

Snowden Capital Advisors's IBDS Position: Q2 2026 in Review

Snowden Capital Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 0 shares worth $5.96M. The position accounts for 0.14% of the portfolio, ranked #164.

Snowden Capital Advisors first reported a position in IBDS in Q2 2022 and has held it in 2 quarters since. The position peaked at $446K in Q2 2022. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Snowden Capital Advisors held 0 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.96M as of Q2 2026.
Snowden Capital 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 0.14% of Snowden Capital Advisors's portfolio in Q2 2026, its #164 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 2 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $446K in Q2 2022.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.