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

Clearstead Trust’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 		$427K Hold
20,420
– – 0.07% 123
2025
Q4 		$432K Buy
+20,420
New +$433K 0.07% 122

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
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
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

Clearstead Trust's IBDW Position: Q1 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 20,420 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #123.

Clearstead Trust first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $432K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Clearstead Trust held 20,420 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $427K as of Q1 2026.
  • Clearstead Trust left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Clearstead Trust's portfolio in Q1 2026, its #123 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $432K 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 Trust's 13F filing for Q1 2026, filed 6 May 2026.