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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return