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

Ameriprise’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	$33.7M	Sell	1,607,751 -610,628	-28%	-$12.9M	0.01%	1085
2025 Q4	$46.8M	Buy	2,218,379 +141,607	+7%	+$3M	0.01%	920
2025 Q3	$44.1M	Buy	2,076,772 +511,560	+33%	+$10.8M	0.01%	957
2025 Q2	$32.8M	Buy	1,565,212 +260,759	+20%	+$5.39M	0.01%	1085
2025 Q1	$27.1M	Buy	1,304,453 +511,890	+65%	+$10.5M	0.01%	1144
2024 Q4	$16.1M	Buy	792,563 +458,522	+137%	+$9.48M	﹤0.01%	1481
2024 Q3	$7.06M	Buy	334,041 +29,156	+10%	+$608K	﹤0.01%	2118
2024 Q2	$6.19M	Buy	304,885 +27,582	+10%	+$557K	﹤0.01%	2144
2024 Q1	$5.62M	Buy	277,303 +60,649	+28%	+$1.24M	﹤0.01%	2280
2023 Q4	$4.5M	Buy	216,654 +199,406	+1,156%	+$3.93M	﹤0.01%	2424
2023 Q3	$334K	Buy	+17,248	New	+$343K	﹤0.01%	3556

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's IBDW Position: Q1 2026 in Review

Ameriprise reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 28% in Q1 2026, selling an estimated $12.9M and leaving 1,607,751 shares worth $33.7M. The position accounts for 0.01% of the portfolio, ranked #1085.

Ameriprise first reported a position in IBDW in Q3 2023 and has held it in 11 quarters since. The position peaked at $46.8M in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Ameriprise held 1,607,751 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $33.7M as of Q1 2026.
Ameriprise sold 610,628 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $12.9M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1085 holding.
Ameriprise first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Ameriprise's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $46.8M in Q4 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.