Wealthstar Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Wealthstar Advisors’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	$2.13M	Sell	87,831 -276	-0.3%	-$6.68K	0.62%	23
2026 Q1	$2.14M	Buy	88,107 +2,846	+3%	+$69.1K	1%	16
2025 Q4	$2.07M	Buy	85,261 +319	+0.4%	+$7.75K	0.91%	17
2025 Q3	$2.07M	Buy	+84,942	New	+$2.06M	0.82%	21

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

Wealthstar Advisors's IBDS Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.31% in Q2 2026, selling an estimated $6.68K and leaving 87,831 shares worth $2.13M. The position accounts for 0.62% of the portfolio, ranked #23.

Wealthstar Advisors first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.14M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Wealthstar Advisors held 87,831 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.13M as of Q2 2026.
Wealthstar Advisors sold 276 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $6.68K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.62% of Wealthstar Advisors's portfolio in Q2 2026, its #23 holding.
Wealthstar Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Wealthstar Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.14M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.