Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cambridge Investment Research 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 		$1.76M Buy
84,211
+16,261
+24% +$343K ﹤0.01% 1687
2025
Q4 		$1.44M Buy
67,950
+29,603
+77% +$627K ﹤0.01% 1813
2025
Q3 		$814K Buy
38,347
+4,424
+13% +$93.2K ﹤0.01% 2217
2025
Q2 		$714K Buy
33,923
+10,172
+43% +$210K ﹤0.01% 2225
2025
Q1 		$493K Buy
23,751
+8,042
+51% +$165K ﹤0.01% 2456
2024
Q4 		$320K Buy
15,709
+956
+6% +$19.8K ﹤0.01% 2782
2024
Q3 		$313K Buy
14,753
+4,406
+43% +$91.8K ﹤0.01% 2804
2024
Q2 		$210K Buy
+10,347
New +$209K ﹤0.01% 2986

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return