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Winthrop Partners - WNY’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Winthrop Partners - WNY’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 		$5.96M Buy
246,226
+1,106
+0.5% +$26.8K 2.95% 8
2026
Q1 		$5.94M Buy
245,120
+5,230
+2% +$127K 3.17% 8
2025
Q4 		$5.82M Buy
+239,890
New +$5.83M 3.14% 9

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Winthrop Partners - WNY's IBDS Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.45% in Q2 2026, buying an estimated $26.8K and bringing the position to 246,226 shares worth $5.96M. The position accounts for 2.95% of the portfolio, ranked #8.

Winthrop Partners - WNY first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Winthrop Partners - WNY held 246,226 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.96M as of Q2 2026.
  • Winthrop Partners - WNY bought 1,106 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $26.8K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 2.95% of Winthrop Partners - WNY's portfolio in Q2 2026, its #8 holding.
  • Winthrop Partners - WNY first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.