AWE
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Avidian Wealth Enterprises’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Avidian Wealth Enterprises’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 		$224K Buy
+10,710
New +$226K 0.01% 620

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

Avidian Wealth Enterprises's IBDW Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026: 10,710 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings.

288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Avidian Wealth Enterprises held 10,710 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $224K as of Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF was a new Avidian Wealth Enterprises position in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #620 holding.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.