Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Woodley Farra Manion Portfolio Management’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	$1.09M	Buy	45,104 +14,192	+46%	+$345K	0.05%	70
2025 Q4	$751K	Buy	30,912 +4,968	+19%	+$121K	0.04%	77
2025 Q3	$631K	Buy	25,944 +3,774	+17%	+$91.5K	0.03%	79
2025 Q2	$538K	Buy	22,170 +7,159	+48%	+$173K	0.03%	78
2025 Q1	$363K	Buy	15,011 +6,263	+72%	+$151K	0.02%	87
2024 Q4	$210K	Buy	+8,748	New	+$211K	0.01%	96

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

Woodley Farra Manion Portfolio Management's IBDS Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 46% in Q1 2026, buying an estimated $345K and bringing the position to 45,104 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #70.

Woodley Farra Manion Portfolio Management first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Woodley Farra Manion Portfolio Management held 45,104 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.09M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 14,192 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $345K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #70 holding.
Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.