Wealth Advisory Solutions’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Wealth Advisory Solutions’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	$770K	Buy	31,805 +7,595	+31%	+$184K	0.16%	79
2026 Q1	$587K	Buy	24,210 +1,536	+7%	+$37.3K	0.13%	85
2025 Q4	$551K	Buy	22,674 +304	+1%	+$7.39K	0.13%	84
2025 Q3	$544K	Buy	22,370 +812	+4%	+$19.7K	0.13%	88
2025 Q2	$523K	Buy	21,558 +582	+3%	+$14K	0.13%	88
2025 Q1	$507K	Buy	+20,976	New	+$504K	0.13%	89
2020 Q4	–	Sell	-17,676	Closed	-$480K	–	177
2020 Q3	$480K	Sell	17,676 -42,480	-71%	-$1.16M	0.13%	113
2020 Q2	$1.62M	Buy	60,156 +17,777	+42%	+$462K	0.45%	64
2020 Q1	$1.04M	Buy	42,379 +5,285	+14%	+$136K	0.35%	74
2019 Q4	$964K	Buy	+37,094	New	+$960K	0.25%	87

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

Wealth Advisory Solutions's IBDS Position: Q2 2026 in Review

Wealth Advisory Solutions increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 31% in Q2 2026, buying an estimated $184K and bringing the position to 31,805 shares worth $770K. The position accounts for 0.16% of the portfolio, ranked #79.

Wealth Advisory Solutions first reported a position in IBDS in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2020. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Wealth Advisory Solutions held 31,805 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $770K as of Q2 2026.
Wealth Advisory Solutions bought 7,595 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $184K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.16% of Wealth Advisory Solutions's portfolio in Q2 2026, its #79 holding.
Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and has held it in 10 quarters since.
Wealth Advisory Solutions's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.62M in Q2 2020.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.