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

Spire 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
2026 Q2	$564K	Buy	23,269 +500	+2%	+$12.1K	0.02%	530
2026 Q1	$552K	Buy	22,769 +21,365	+1,522%	+$519K	0.02%	519
2025 Q4	$34.1K	Buy	1,404 +362	+35%	+$8.79K	﹤0.01%	1299
2025 Q3	$25.4K	Hold	1,042	–	–	﹤0.01%	1450
2025 Q2	$25.3K	Hold	1,042	–	–	﹤0.01%	1427
2025 Q1	$25.2K	Buy	+1,042	New	+$25.1K	﹤0.01%	1523
2022 Q2	–	Sell	-49	Closed	-$1K	–	2747
2022 Q1	$1K	Hold	49	–	–	﹤0.01%	2470
2021 Q4	$1K	Hold	49	–	–	﹤0.01%	2870
2021 Q3	$1K	Hold	49	–	–	﹤0.01%	2530
2021 Q2	$1K	Hold	49	–	–	﹤0.01%	2535
2021 Q1	$1K	Buy	+49	New	+$1.33K	﹤0.01%	2937

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

Spire Wealth Management's IBDS Position: Q2 2026 in Review

Spire Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 23,269 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #530.

Spire Wealth Management first reported a position in IBDS in Q1 2021 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Spire Wealth Management held 23,269 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $564K as of Q2 2026.
Spire Wealth Management bought 500 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $12.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #530 holding.
Spire Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 11 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.