Steward Partners Investment Advisory’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Steward Partners Investment Advisory’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	$1.03M	Buy	42,400 +6,326	+18%	+$153K	0.01%	1278
2026 Q1	$874K	Sell	36,074 -2,229	-6%	-$54.1K	﹤0.01%	1236
2025 Q4	$930K	Buy	38,303 +17,734	+86%	+$431K	0.01%	1104
2025 Q3	$501K	Buy	20,569 +1,412	+7%	+$34.2K	﹤0.01%	1377
2025 Q2	$465K	Buy	19,157 +3,389	+21%	+$81.8K	﹤0.01%	1334
2025 Q1	$381K	Buy	15,768 +1,254	+9%	+$30.2K	﹤0.01%	1336
2024 Q4	$348K	Buy	14,514 +13,354	+1,151%	+$321K	﹤0.01%	1329
2024 Q3	$28.3K	Buy	1,160 +1,110	+2,220%	+$26.8K	﹤0.01%	2496
2024 Q2	$1.19K	Sell	50 -646	-93%	-$15.3K	﹤0.01%	3376
2024 Q1	$16.6K	Buy	+696	New	+$16.6K	﹤0.01%	2594

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

Steward Partners Investment Advisory's IBDS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 18% in Q2 2026, buying an estimated $153K and bringing the position to 42,400 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1278.

Steward Partners Investment Advisory first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Steward Partners Investment Advisory held 42,400 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.03M as of Q2 2026.
Steward Partners Investment Advisory bought 6,326 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $153K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1278 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.