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Whittier Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Whittier Trust’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
2025
Q1 		– Sell
-549
Closed -$13.1K – 1526
2024
Q4 		$13.1K Buy
+549
New +$13.2K ﹤0.01% 1196

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Whittier Trust's IBDS Position: Q1 2025 in Review

Whittier Trust sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2025, closing a stake of 549 shares — an estimated $13.1K sold.

Whittier Trust first reported a position in IBDS in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 366 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

  • Whittier Trust reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 549 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $13.1K.
  • Whittier Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Whittier Trust's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $13.1K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.