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

Arrow 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
Q1 		$15.1M Buy
722,758
+18,980
+3% +$401K 1.52% 16
2025
Q4 		$14.9M Buy
703,778
+28,076
+4% +$595K 1.48% 15
2025
Q3 		$14.3M Sell
675,702
-17,509
-3% -$369K 1.47% 16
2025
Q2 		$14.6M Sell
693,211
-6,305
-0.9% -$130K 1.54% 16
2025
Q1 		$14.5M Sell
699,516
-2,893
-0.4% -$59.4K 1.62% 13
2024
Q4 		$14.3M Buy
702,409
+22,728
+3% +$470K 1.36% 17
2024
Q3 		$14.4M Buy
679,681
+8,771
+1% +$183K 1.33% 17
2024
Q2 		$13.6M Buy
670,910
+14,950
+2% +$302K 1.33% 16
2024
Q1 		$13.4M Buy
655,960
+21,761
+3% +$445K 1.33% 17
2023
Q4 		$13.2M Buy
634,199
+56,436
+10% +$1.11M 1.37% 15
2023
Q3 		$11.2M Buy
577,763
+177,988
+45% +$3.54M 1.31% 18
2023
Q2 		$8.1M Buy
399,775
+46,111
+13% +$941K 0.98% 22
2023
Q1 		$7.3M Buy
353,664
+63,705
+22% +$1.3M 0.95% 25
2022
Q4 		$5.77M Buy
289,959
+219,259
+310% +$4.34M 0.78% 31
2022
Q3 		$1.38M Buy
70,700
+36,641
+108% +$763K 0.2% 88
2022
Q2 		$708K Sell
34,059
-6,247
-15% -$133K 0.1% 118
2022
Q1 		$917K Buy
40,306
+37,191
+1,194% +$876K 0.11% 110
2021
Q4 		$78K Buy
+3,115
New +$77.5K 0.01% 192

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrow Financial's IBDW Position: Q1 2026 in Review

Arrow Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.7% in Q1 2026, buying an estimated $401K and bringing the position to 722,758 shares worth $15.1M. The position accounts for 1.52% of the portfolio, ranked #16.

Arrow Financial first reported a position in IBDW in Q4 2021 and has held it in 18 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Arrow Financial held 722,758 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $15.1M as of Q1 2026.
  • Arrow Financial bought 18,980 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $401K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.52% of Arrow Financial's portfolio in Q1 2026, its #16 holding.
  • Arrow Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 18 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.