Cassaday & Co Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cassaday & Co Wealth Management’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	$40.9K	Buy	+1,952	New	+$41.2K	﹤0.01%	649

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

Cassaday & Co Wealth Management's IBDW Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026: 1,952 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Cassaday & Co Wealth Management held 1,952 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $40.9K as of Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #649 holding.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.