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 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

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 Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return