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Capital Advisors Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Capital Advisors Inc’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 		$69.4M Buy
3,316,750
+227,155
+7% +$4.8M 1.12% 27
2025
Q4 		$65.3M Buy
3,089,595
+97,902
+3% +$2.07M 1.05% 25
2025
Q3 		$63.5M Buy
+2,991,693
New +$63M 1.06% 23

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
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Capital Advisors Inc's IBDW Position: Q1 2026 in Review

Capital Advisors Inc increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.4% in Q1 2026, buying an estimated $4.8M and bringing the position to 3,316,750 shares worth $69.4M. The position accounts for 1.12% of the portfolio, ranked #27.

Capital Advisors Inc 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.

  • Capital Advisors Inc held 3,316,750 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $69.4M as of Q1 2026.
  • Capital Advisors Inc bought 227,155 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $4.8M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.12% of Capital Advisors Inc's portfolio in Q1 2026, its #27 holding.
  • Capital Advisors Inc 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 Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.