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Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-1,233
Closed -$25.9K – 1303
2025
Q2 		$25.9K Buy
+1,233
New +$25.5K 0.01% 521

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IBDW Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2025, closing a stake of 1,233 shares — an estimated $25.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBDW in Q2 2025 and held it in 1 quarter. The position peaked at $25.9K in Q2 2025. 233 funds tracked by Wall St. Rank hold IBDW as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,233 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2025, an estimated $25.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $25.9K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.