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

Atomi Financial Group’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
Q4 		– Sell
-9,599
Closed -$204K – 1243
2025
Q3 		$204K Buy
+9,599
New +$202K 0.01% 1107

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.6B AUM 30.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Atomi Financial Group's IBDW Position: Q4 2025 in Review

Atomi Financial Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2025, closing a stake of 9,599 shares — an estimated $204K sold.

Atomi Financial Group first reported a position in IBDW in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 259 funds tracked by Wall St. Rank hold IBDW as of Q4 2025.

  • Atomi Financial Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 9,599 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2025, an estimated $204K.
  • Atomi Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Atomi Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $204K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.