Beacon Pointe Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Beacon Pointe Advisors’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	$3.22M	Buy	153,704 +21,596	+16%	+$456K	0.02%	604
2025 Q4	$2.79M	Buy	132,108 +270	+0.2%	+$5.72K	0.02%	513
2025 Q3	$2.8M	Buy	131,838 +4,301	+3%	+$90.6K	0.02%	470
2025 Q2	$2.68M	Buy	127,537 +300	+0.2%	+$6.2K	0.03%	427
2025 Q1	$2.64M	Buy	127,237 +21,042	+20%	+$432K	0.03%	406
2024 Q4	$2.16M	Buy	106,195 +10,064	+10%	+$208K	0.02%	440
2024 Q3	$2.04M	Buy	96,131 +10,938	+13%	+$228K	0.02%	470
2024 Q2	$1.73M	Buy	85,193 +20,201	+31%	+$408K	0.02%	506
2024 Q1	$1.33M	Buy	64,992 +15,229	+31%	+$311K	0.01%	597
2023 Q4	$1.03M	Buy	49,763 +38,898	+358%	+$766K	0.01%	656
2023 Q3	$211K	Buy	+10,865	New	+$216K	﹤0.01%	1208

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's IBDW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 16% in Q1 2026, buying an estimated $456K and bringing the position to 153,704 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #604.

Beacon Pointe Advisors first reported a position in IBDW in Q3 2023 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Beacon Pointe Advisors held 153,704 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.22M as of Q1 2026.
Beacon Pointe Advisors bought 21,596 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $456K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #604 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.