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Spartan Wealth Advisory Services LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$485K Sell
20,029
-1,683
-8% -$40.7K 0.04% 223
2026
Q1 		$526K Buy
+21,712
New +$527K 0.05% 208

Other funds holding IBDS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IBDS Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 7.8% in Q2 2026, selling an estimated $40.7K and leaving 20,029 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #223.

Spartan Wealth Advisory Services LLC first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $526K in Q1 2026. 402 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 20,029 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $485K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,683 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $40.7K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #223 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $526K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.