Stephens Consulting’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Stephens Consulting’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
2025 Q4	$37.6K	Buy	1,551 +23	+2%	+$559	0.01%	155
2025 Q3	$37.2K	Buy	1,528 +16	+1%	+$388	0.01%	150
2025 Q2	$36.7K	Buy	1,512 +17	+1%	+$410	0.01%	214
2025 Q1	$36.2K	Buy	1,495 +11	+0.7%	+$265	0.01%	214
2024 Q4	$35.6K	Buy	1,484 +21	+1%	+$505	0.01%	211
2024 Q3	$35.6K	Buy	1,463 +16	+1%	+$386	0.01%	213
2024 Q2	$34.3K	Buy	1,447 +16	+1%	+$378	0.01%	213
2024 Q1	$34.1K	Buy	1,431 +10	+0.7%	+$238	0.01%	206
2023 Q4	$34K	Buy	1,421 +19	+1%	+$443	0.01%	212
2023 Q3	$32.4K	Buy	1,402 +14	+1%	+$327	0.01%	209
2023 Q2	$32.6K	Buy	1,388 +13	+0.9%	+$308	0.01%	205
2023 Q1	$32.8K	Buy	+1,375	New	+$32.5K	0.02%	209

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVWAG

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

Stephens Consulting's IBDS Position: Q4 2025 in Review

Stephens Consulting increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.5% in Q4 2025, buying an estimated $559 and bringing the position to 1,551 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #155.

Stephens Consulting first reported a position in IBDS in Q1 2023 and has held it in 12 quarters since. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

Stephens Consulting held 1,551 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $37.6K as of Q4 2025.
Stephens Consulting bought 23 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $559.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #155 holding.
Stephens Consulting first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.