ACM
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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
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 $11.9B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return