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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
Q2 		$15.5M Buy
741,952
+19,194
+3% +$401K 1.39% 19
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 $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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 $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Arrow Financial's IBDW Position: Q2 2026 in Review

Arrow Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.7% in Q2 2026, buying an estimated $401K and bringing the position to 741,952 shares worth $15.5M. The position accounts for 1.39% of the portfolio, ranked #19.

Arrow Financial first reported a position in IBDW in Q4 2021 and has held it in 19 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Arrow Financial held 741,952 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $15.5M as of Q2 2026.
  • Arrow Financial bought 19,194 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $401K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.39% of Arrow Financial's portfolio in Q2 2026, its #19 holding.
  • Arrow Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 19 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.