Wilmington Savings Fund Society’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Wilmington Savings Fund Society’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	$233K	Hold	9,600	–	–	0.01%	554
2026 Q1	$233K	Hold	9,600	–	–	0.01%	559
2025 Q4	$233K	Buy	9,600 +6,600	+220%	+$160K	0.01%	562
2025 Q3	$73K	Sell	3,000 -3,600	-55%	-$87.3K	﹤0.01%	809
2025 Q2	$160K	Hold	6,600	–	–	﹤0.01%	877
2025 Q1	$160K	Hold	6,600	–	–	﹤0.01%	861
2024 Q4	$158K	Buy	+6,600	New	+$159K	﹤0.01%	904

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

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

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wilmington Savings Fund Society's IBDS Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 9,600 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #554.

Wilmington Savings Fund Society first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Wilmington Savings Fund Society held 9,600 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $233K as of Q2 2026.
Wilmington Savings Fund Society left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #554 holding.
Wilmington Savings Fund Society first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Wilmington Savings Fund Society's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $233K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.