Barrett & Company
IBDW icon

Barrett & Company’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Barrett & Company’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
Q3 		$262K Buy
13,235
+5,545
+72% +$114K 0.07% 137
2026
Q2 		$160K Sell
7,690
-45
-0.6% -$939 0.04% 184
2026
Q1 		$159K Buy
7,735
+5,545
+253% +$117K 0.05% 172
2025
Q4 		$46.3K Sell
2,190
-4,545
-67% -$96.3K 0.02% 306
2025
Q3 		$140K Buy
+6,735
New +$142K 0.05% 184

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Barrett & Company's IBDW Position: Q3 2026 in Review

Barrett & Company increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 72% in Q3 2026, buying an estimated $114K and bringing the position to 13,235 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #137.

Barrett & Company first reported a position in IBDW in Q3 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Barrett & Company held 13,235 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $262K as of Q3 2026.
  • Barrett & Company bought 5,545 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $114K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Barrett & Company's portfolio in Q3 2026, its #137 holding.
  • Barrett & Company first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.