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

Wealth Enhancement Advisory Services’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	$4.4M	Buy	182,351 +38,252	+27%	+$926K	0.01%	1087
2026 Q1	$3.48M	Buy	144,099 +19,423	+16%	+$471K	0.01%	1093
2025 Q4	$3.03M	Buy	124,676 +1,804	+1%	+$43.8K	﹤0.01%	1285
2025 Q3	$2.98M	Sell	122,872 -33,580	-21%	-$814K	﹤0.01%	1220
2025 Q2	$3.78M	Buy	156,452 +846	+0.5%	+$20.4K	0.01%	1025
2025 Q1	$3.76M	Buy	155,606 +47,793	+44%	+$1.15M	0.01%	934
2024 Q4	$2.58M	Buy	107,813 +65,160	+153%	+$1.57M	﹤0.01%	1051
2024 Q3	$1.04M	Buy	42,653 +1,724	+4%	+$41.5K	﹤0.01%	1371
2024 Q2	$971K	Buy	40,929 +1,743	+4%	+$41.2K	﹤0.01%	1297
2024 Q1	$933K	Sell	39,186 -8,764	-18%	-$209K	﹤0.01%	1268
2023 Q4	$1.15M	Buy	47,950 +25,258	+111%	+$589K	﹤0.01%	1111
2023 Q3	$525K	Buy	+22,692	New	+$530K	﹤0.01%	1401

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 Enhancement Advisory Services's IBDS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 27% in Q2 2026, buying an estimated $926K and bringing the position to 182,351 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #1087.

Wealth Enhancement Advisory Services first reported a position in IBDS in Q3 2023 and has held it in 12 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Wealth Enhancement Advisory Services held 182,351 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.4M as of Q2 2026.
Wealth Enhancement Advisory Services bought 38,252 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $926K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1087 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.