Sowell Financial Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sowell Financial Services’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	$4.51M	Sell	186,041 -16	-0%	-$387	0.15%	146
2026 Q1	$4.51M	Buy	186,057 +2,904	+2%	+$70.5K	0.17%	126
2025 Q4	$4.45M	Buy	183,153 +6,791	+4%	+$165K	0.16%	125
2025 Q3	$4.29M	Buy	176,362 +10,927	+7%	+$265K	0.16%	123
2025 Q2	$4.02M	Sell	165,435 -1,489	-0.9%	-$35.9K	0.16%	128
2025 Q1	$4.04M	Buy	166,924 +9,572	+6%	+$230K	0.18%	118
2024 Q4	$3.77M	Buy	157,352 +40,584	+35%	+$977K	0.2%	118
2024 Q3	$2.85M	Buy	116,768 +56,884	+95%	+$1.37M	0.13%	176
2024 Q2	$1.42M	Buy	59,884 +17,153	+40%	+$406K	0.07%	282
2024 Q1	$1.02M	Buy	42,731 +6,118	+17%	+$146K	0.05%	341
2023 Q4	$876K	Buy	+36,613	New	+$854K	0.05%	348
2021 Q1	–	Sell	-961	Closed	-$26K	–	3189
2020 Q4	$26K	Hold	961	–	–	﹤0.01%	1631
2020 Q3	$26K	Hold	961	–	–	﹤0.01%	1443
2020 Q2	$26K	Sell	961 -18	-2%	-$468	﹤0.01%	1377
2020 Q1	$24K	Hold	979	–	–	﹤0.01%	1325
2019 Q4	$25K	Buy	+979	New	+$25.4K	﹤0.01%	1353

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

Sowell Financial Services's IBDS Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.01% in Q2 2026, selling an estimated $387 and leaving 186,041 shares worth $4.51M. The position accounts for 0.15% of the portfolio, ranked #146.

Sowell Financial Services first reported a position in IBDS in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.51M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Sowell Financial Services held 186,041 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.51M as of Q2 2026.
Sowell Financial Services sold 16 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $387.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.15% of Sowell Financial Services's portfolio in Q2 2026, its #146 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and has held it in 16 quarters since.
Sowell Financial Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.51M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.