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CFO Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

CFO Capital 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 		$610K Buy
29,283
+2,911
+11% +$61.5K 0.5% 57
2025
Q4 		$558K Buy
+26,372
New +$559K 0.42% 67

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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

CFO Capital Management's IBDW Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 11% in Q1 2026, buying an estimated $61.5K and bringing the position to 29,283 shares worth $610K. The position accounts for 0.5% of the portfolio, ranked #57.

CFO Capital Management first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • CFO Capital Management held 29,283 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $610K as of Q1 2026.
  • CFO Capital Management bought 2,911 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $61.5K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.5% of CFO Capital Management's portfolio in Q1 2026, its #57 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.