Wealthspire Advisors (New York)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Wealthspire Advisors (New York)’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	$818K	Hold	33,745	–	–	0.01%	452
2025 Q4	$819K	Hold	33,745	–	–	0.01%	473
2025 Q3	$821K	Buy	33,745 +8,254	+32%	+$200K	﹤0.01%	428
2025 Q2	$619K	Hold	25,491	–	–	﹤0.01%	487
2025 Q1	$616K	Hold	25,491	–	–	﹤0.01%	471
2024 Q4	$611K	Buy	+25,491	New	+$614K	0.01%	465

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $6.8B AUM 26.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBDS Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 33,745 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #452.

Wealthspire Advisors (New York) first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $821K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Wealthspire Advisors (New York) held 33,745 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $818K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #452 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2027 Term Corporate ETF position peaked at $821K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.