Advisors Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Advisors Capital Management’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.7M	Buy	1,859,275 +110,013	+6%	+$2.3M	0.41%	74
2026 Q1	$36.6M	Buy	1,749,262 +85,144	+5%	+$1.8M	0.43%	76
2025 Q4	$35.2M	Buy	1,664,118 +90,697	+6%	+$1.92M	0.41%	73
2025 Q3	$33.4M	Buy	1,573,421 +118,681	+8%	+$2.5M	0.41%	71
2025 Q2	$30.6M	Buy	1,454,740 +126,136	+9%	+$2.6M	0.42%	75
2025 Q1	$27.6M	Buy	1,328,604 +99,645	+8%	+$2.04M	0.43%	72
2024 Q4	$25M	Buy	1,228,959 +596,179	+94%	+$12.3M	0.39%	76
2024 Q3	$13.4M	Buy	632,780 +28,760	+5%	+$600K	0.22%	130
2024 Q2	$12.3M	Buy	604,020 +61,720	+11%	+$1.25M	0.21%	131
2024 Q1	$11.1M	Buy	+542,300	New	+$11.1M	0.2%	129

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Advisors Capital Management's IBDW Position: Q2 2026 in Review

Advisors Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.3% in Q2 2026, buying an estimated $2.3M and bringing the position to 1,859,275 shares worth $38.7M. The position accounts for 0.41% of the portfolio, ranked #74.

Advisors Capital Management first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Advisors Capital Management held 1,859,275 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $38.7M as of Q2 2026.
Advisors Capital Management bought 110,013 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.3M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.41% of Advisors Capital Management's portfolio in Q2 2026, its #74 holding.
Advisors Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.