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COWA LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

COWA LLC’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 		$8.55M Buy
408,644
+96,995
+31% +$2.05M 2.31% 11
2025
Q4 		$6.18M Buy
311,649
+129,602
+71% +$2.75M 1.88% 16
2025
Q3 		$3.86M Buy
182,047
+46,919
+35% +$988K 1.28% 19
2025
Q2 		$2.84M Buy
135,128
+46,708
+53% +$965K 1.08% 28
2025
Q1 		$1.83M Buy
88,420
+75,257
+572% +$1.54M 0.78% 34
2024
Q4 		$268K Buy
+13,163
New +$272K 0.12% 111

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

COWA LLC's IBDW Position: Q1 2026 in Review

COWA LLC increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 31% in Q1 2026, buying an estimated $2.05M and bringing the position to 408,644 shares worth $8.55M. The position accounts for 2.31% of the portfolio, ranked #11.

COWA LLC first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • COWA LLC held 408,644 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.55M as of Q1 2026.
  • COWA LLC bought 96,995 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $2.05M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 2.31% of COWA LLC's portfolio in Q1 2026, its #11 holding.
  • COWA LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.