Sunbelt Securities’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sunbelt Securities’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	$65.4K	Hold	2,700	–	–	﹤0.01%	957
2025 Q4	$65.6K	Hold	2,700	–	–	﹤0.01%	933
2025 Q3	$65.7K	Sell	2,700 -140	-5%	-$3.4K	﹤0.01%	939
2025 Q2	$68K	Sell	2,840 -895	-24%	-$21.6K	0.01%	872
2025 Q1	$90.3K	Buy	3,735 +895	+32%	+$21.5K	0.01%	758
2024 Q4	$68K	Buy	2,840 +2,003	+239%	+$48.2K	0.01%	866
2024 Q3	$20.4K	Buy	837 +2	+0.2%	+$48	﹤0.01%	1164
2024 Q2	$19.8K	Buy	835 +2	+0.2%	+$47	﹤0.01%	1133
2024 Q1	$19.8K	Buy	833 +1	+0.1%	+$24	﹤0.01%	1097
2023 Q4	$19.9K	Buy	832 +2	+0.2%	+$47	﹤0.01%	1031
2023 Q3	$19.2K	Buy	830 +2	+0.2%	+$47	﹤0.01%	1023
2023 Q2	$19.4K	Buy	828 +2	+0.2%	+$47	﹤0.01%	1031
2023 Q1	$19.6K	Buy	+826	New	+$19.5K	﹤0.01%	967

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Sunbelt Securities's IBDS Position: Q1 2026 in Review

Sunbelt Securities held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 2,700 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Sunbelt Securities first reported a position in IBDS in Q1 2023 and has held it in 13 quarters since. The position peaked at $90.3K in Q1 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Sunbelt Securities held 2,700 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $65.4K as of Q1 2026.
Sunbelt Securities left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #957 holding.
Sunbelt Securities first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $90.3K in Q1 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.