CWM
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Cornerstone Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cornerstone 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 		$324K Hold
15,497
– – 0.02% 554
2025
Q4 		$328K Buy
+15,497
New +$328K 0.02% 522

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

Cornerstone Wealth Management's IBDW Position: Q1 2026 in Review

Cornerstone Wealth Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 15,497 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #554.

Cornerstone Wealth Management first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $328K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Cornerstone Wealth Management held 15,497 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $324K as of Q1 2026.
  • Cornerstone Wealth Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #554 holding.
  • Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $328K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.