SWP
IBDS icon

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

Strategic Wealth Partners’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
-144
Closed -$3.5K – 1506
2025
Q3 		$3.5K Hold
144
– – ﹤0.01% 1095
2025
Q2 		$3.5K Buy
+144
New +$3.47K ﹤0.01% 945

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Wealth Partners's IBDS Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 144 shares — an estimated $3.5K sold.

Strategic Wealth Partners first reported a position in IBDS in Q2 2025 and held it in 2 quarters. The position peaked at $3.5K in Q3 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Strategic Wealth Partners reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 144 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $3.5K.
  • Strategic Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.5K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.