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

Clearstead 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	$3.9M	Buy	186,315 +113	+0.1%	+$2.39K	0.04%	263
2025 Q4	$3.94M	Buy	186,202 +22,225	+14%	+$471K	0.05%	234
2025 Q3	$3.48M	Buy	163,977 +22,811	+16%	+$480K	0.05%	240
2025 Q2	$2.97M	Buy	141,166 +8,666	+7%	+$179K	0.04%	262
2025 Q1	$2.75M	Buy	132,500 +13,107	+11%	+$269K	0.04%	255
2024 Q4	$2.43M	Buy	+119,393	New	+$2.47M	0.04%	266

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

Clearstead Advisors's IBDW Position: Q1 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.06% in Q1 2026, buying an estimated $2.39K and bringing the position to 186,315 shares worth $3.9M. The position accounts for 0.04% of the portfolio, ranked #263.

Clearstead Advisors first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.94M in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Clearstead Advisors held 186,315 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.9M as of Q1 2026.
Clearstead Advisors bought 113 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $2.39K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Clearstead Advisors's portfolio in Q1 2026, its #263 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Clearstead Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $3.94M in Q4 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.