Willis Johnson & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Willis Johnson & Associates’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	–	Sell	-14,050	Closed	-$341K	–	204
2025 Q4	$341K	Hold	14,050	–	–	0.02%	131
2025 Q3	$342K	Hold	14,050	–	–	0.02%	129
2025 Q2	$341K	Hold	14,050	–	–	0.02%	118
2025 Q1	$340K	Hold	14,050	–	–	0.03%	112
2024 Q4	$337K	Hold	14,050	–	–	0.03%	109
2024 Q3	$342K	Hold	14,050	–	–	0.03%	116
2024 Q2	$333K	Hold	14,050	–	–	0.03%	110
2024 Q1	$334K	Hold	14,050	–	–	0.03%	109
2023 Q4	$336K	Hold	14,050	–	–	0.03%	102
2023 Q3	$325K	Hold	14,050	–	–	0.03%	98
2023 Q2	$330K	Sell	14,050 -375	-3%	-$8.88K	0.04%	94
2023 Q1	$344K	Buy	+14,425	New	+$341K	0.04%	88

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 $32.7B AUM 19.2% 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 $377B AUM 19.32% 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

Willis Johnson & Associates's IBDS Position: Q1 2026 in Review

Willis Johnson & Associates sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 14,050 shares — an estimated $341K sold.

Willis Johnson & Associates first reported a position in IBDS in Q1 2023 and held it in 12 quarters. The position peaked at $344K in Q1 2023. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Willis Johnson & Associates reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Willis Johnson & Associates sold 14,050 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $341K.
Willis Johnson & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and held it in 12 quarters.
Willis Johnson & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $344K in Q1 2023.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.