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Strategic Blueprint’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Strategic Blueprint’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 		– Sell
-9,401
Closed -$229K – 701
2025
Q3 		$229K Buy
+9,401
New +$228K 0.01% 664

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
AF
Align Financial Hermantown, Minnesota $202M AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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

Strategic Blueprint's IBDS Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 9,401 shares — an estimated $229K sold.

Strategic Blueprint first reported a position in IBDS in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Strategic Blueprint reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 9,401 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $229K.
  • Strategic Blueprint first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Blueprint's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $229K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.