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

Capital Investment 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
Q2 		$84M Buy
4,032,502
+190,961
+5% +$3.98M 1.11% 23
2026
Q1 		$80.4M Buy
3,841,541
+193,928
+5% +$4.1M 1.18% 19
2025
Q4 		$77.1M Buy
3,647,613
+242,512
+7% +$5.14M 1.18% 20
2025
Q3 		$72.3M Buy
3,405,101
+272,570
+9% +$5.74M 1.19% 21
2025
Q2 		$65.9M Buy
3,132,531
+303,152
+11% +$6.26M 1.18% 21
2025
Q1 		$58.7M Buy
2,829,379
+274,766
+11% +$5.64M 1.15% 20
2024
Q4 		$52M Buy
2,554,613
+353,546
+16% +$7.31M 1.06% 25
2024
Q3 		$46.7M Buy
2,201,067
+287,864
+15% +$6M 0.96% 28
2024
Q2 		$38.8M Buy
1,913,203
+297,886
+18% +$6.01M 0.88% 33
2024
Q1 		$33.1M Buy
1,615,317
+446,406
+38% +$9.13M 0.77% 39
2023
Q4 		$24.3M Buy
1,168,911
+252,408
+28% +$4.97M 0.61% 47
2023
Q3 		$17.8M Buy
916,503
+559,832
+157% +$11.1M 0.49% 55
2023
Q2 		$7.23M Buy
356,671
+220,923
+163% +$4.51M 0.22% 90
2023
Q1 		$2.8M Buy
135,748
+49,236
+57% +$1M 0.08% 143
2022
Q4 		$1.72M Sell
86,512
-1,433
-2% -$28.4K 0.05% 191
2022
Q3 		$1.72M Sell
87,945
-1,892
-2% -$39.4K 0.06% 184
2022
Q2 		$1.87M Sell
89,837
-1,994
-2% -$42.5K 0.06% 182
2022
Q1 		$2.09M Buy
+91,831
New +$2.16M 0.06% 190

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Investment Advisors's IBDW Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5% in Q2 2026, buying an estimated $3.98M and bringing the position to 4,032,502 shares worth $84M. The position accounts for 1.11% of the portfolio, ranked #23.

Capital Investment Advisors first reported a position in IBDW in Q1 2022 and has held it in 18 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Capital Investment Advisors held 4,032,502 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $84M as of Q2 2026.
  • Capital Investment Advisors bought 190,961 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $3.98M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.11% of Capital Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.