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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
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

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

Barrett & Company's IBDW Position: Q1 2026 in Review

Barrett & Company increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 253% in Q1 2026, buying an estimated $117K and bringing the position to 7,735 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #172.

Barrett & Company first reported a position in IBDW in Q3 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Barrett & Company held 7,735 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $159K as of Q1 2026.
  • Barrett & Company bought 5,545 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $117K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Barrett & Company's portfolio in Q1 2026, its #172 holding.
  • Barrett & Company first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.