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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
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
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
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
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
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return