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Tower Research Capital (TRC)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-92
Closed -$2.23K – 5422
2026
Q1 		$2.23K Sell
92
-968
-91% -$23.5K ﹤0.01% 4514
2025
Q4 		$25.7K Sell
1,060
-1,131
-52% -$27.5K ﹤0.01% 2911
2025
Q3 		$53.3K Sell
2,191
-5,685
-72% -$138K ﹤0.01% 2482
2025
Q2 		$191K Buy
7,876
+6,633
+534% +$160K 0.01% 1821
2025
Q1 		$30.1K Buy
+1,243
New +$29.9K ﹤0.01% 2611
2024
Q3 		– Sell
-100
Closed -$2.37K – 5834
2024
Q2 		$2.37K Hold
100
– – ﹤0.01% 5009
2024
Q1 		$2.38K Hold
100
– – ﹤0.01% 5052
2023
Q4 		$2.39K Hold
100
– – ﹤0.01% 5224
2023
Q3 		$2.31K Hold
100
– – ﹤0.01% 5171
2023
Q2 		$2.35K Buy
+100
New +$2.37K ﹤0.01% 5212

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Tower Research Capital (TRC)'s IBDS Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 92 shares — an estimated $2.23K sold.

Tower Research Capital (TRC) first reported a position in IBDS in Q2 2023 and held it in 10 quarters. The position peaked at $191K in Q2 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 92 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.23K.
  • Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and held it in 10 quarters.
  • Tower Research Capital (TRC)'s iShares iBonds Dec 2027 Term Corporate ETF position peaked at $191K in Q2 2025.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.