Truist Financial
IBDS icon

Truist Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Truist Financial’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 		$28.6M Buy
1,179,587
+29,081
+3% +$704K 0.03% 360
2026
Q1 		$27.9M Buy
1,150,506
+17,315
+2% +$420K 0.04% 351
2025
Q4 		$27.5M Buy
1,133,191
+16,089
+1% +$391K 0.04% 343
2025
Q3 		$27.2M Sell
1,117,102
-19,535
-2% -$474K 0.04% 339
2025
Q2 		$27.6M Sell
1,136,637
-15,174
-1% -$366K 0.04% 329
2025
Q1 		$27.9M Buy
1,151,811
+27,806
+2% +$669K 0.04% 313
2024
Q4 		$26.9M Sell
1,124,005
-17,463
-2% -$420K 0.04% 327
2024
Q3 		$27.8M Buy
1,141,468
+18,208
+2% +$439K 0.04% 326
2024
Q2 		$26.7M Buy
1,123,260
+15,623
+1% +$369K 0.04% 345
2024
Q1 		$26.4M Buy
1,107,637
+103,775
+10% +$2.47M 0.04% 356
2023
Q4 		$24M Buy
1,003,862
+27,692
+3% +$646K 0.04% 359
2023
Q3 		$22.6M Buy
976,170
+27,128
+3% +$633K 0.04% 360
2023
Q2 		$22.3M Buy
949,042
+258,611
+37% +$6.12M 0.04% 362
2023
Q1 		$16.4M Buy
690,431
+10,897
+2% +$257K 0.03% 438
2022
Q4 		$15.9M Buy
679,534
+8,954
+1% +$208K 0.03% 433
2022
Q3 		$15.4M Sell
670,580
-65,380
-9% -$1.56M 0.03% 427
2022
Q2 		$17.6M Sell
735,960
-130,624
-15% -$3.16M 0.03% 402
2022
Q1 		$21.6M Sell
866,584
-160,988
-16% -$4.13M 0.03% 404
2021
Q4 		$27.3M Buy
1,027,572
+76,394
+8% +$2.04M 0.04% 346
2021
Q3 		$25.7M Sell
951,178
-51,402
-5% -$1.39M 0.04% 350
2021
Q2 		$27.1M Buy
1,002,580
+54,731
+6% +$1.48M 0.04% 358
2021
Q1 		$25.3M Buy
947,849
+93,159
+11% +$2.54M 0.04% 355
2020
Q4 		$23.6M Buy
854,690
+87,829
+11% +$2.4M 0.05% 343
2020
Q3 		$20.8M Buy
766,861
+47,416
+7% +$1.29M 0.05% 345
2020
Q2 		$19.4M Buy
719,445
+18,716
+3% +$487K 0.04% 358
2020
Q1 		$17.2M Buy
+700,729
New +$18.1M 0.05% 381

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

Truist Financial's IBDS Position: Q2 2026 in Review

Truist Financial increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.5% in Q2 2026, buying an estimated $704K and bringing the position to 1,179,587 shares worth $28.6M. The position accounts for 0.03% of the portfolio, ranked #360.

Truist Financial first reported a position in IBDS in Q1 2020 and has held it in 26 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Truist Financial held 1,179,587 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $28.6M as of Q2 2026.
  • Truist Financial bought 29,081 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $704K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #360 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.