Allworth Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Allworth Financial’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	$134K	Buy	6,424 +3,652	+132%	+$76.2K	﹤0.01%	1759
2026 Q1	$58K	Buy	2,772 +1,118	+68%	+$23.6K	﹤0.01%	2208
2025 Q4	$35K	Sell	1,654 -2,328	-58%	-$49.3K	﹤0.01%	2438
2025 Q3	$84.5K	Buy	3,982 +1,928	+94%	+$40.6K	﹤0.01%	1774
2025 Q2	$43.2K	Buy	2,054 +627	+44%	+$12.9K	﹤0.01%	2037
2025 Q1	$29.4K	Hold	1,427	–	–	﹤0.01%	1840
2024 Q4	$29.1K	Buy	1,427 +400	+39%	+$8.27K	﹤0.01%	1872
2024 Q3	$21.8K	Hold	1,027	–	–	﹤0.01%	1851
2024 Q2	$21.1K	Hold	1,027	–	–	﹤0.01%	1847
2024 Q1	$21K	Hold	1,027	–	–	﹤0.01%	1745
2023 Q4	$21.3K	Buy	+1,027	New	+$20.2K	﹤0.01%	1612

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 $3.82B AUM 21.33% 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 $170M AUM 4.33% 1-Year Est. Return

Allworth Financial's IBDW Position: Q2 2026 in Review

Allworth Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 132% in Q2 2026, buying an estimated $76.2K and bringing the position to 6,424 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Allworth Financial first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Allworth Financial held 6,424 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $134K as of Q2 2026.
Allworth Financial bought 3,652 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $76.2K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1759 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.