Envestnet Asset Management
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Envestnet Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Envestnet Asset 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 		$7.3M Buy
348,743
+131,646
+61% +$2.78M ﹤0.01% 2050
2025
Q4 		$4.59M Sell
217,097
-104,956
-33% -$2.22M ﹤0.01% 2236
2025
Q3 		$6.83M Sell
322,053
-51,067
-14% -$1.08M ﹤0.01% 2020
2025
Q2 		$7.85M Buy
373,120
+9,521
+3% +$197K ﹤0.01% 1904
2025
Q1 		$7.54M Buy
363,599
+33,751
+10% +$693K ﹤0.01% 1849
2024
Q4 		$6.71M Buy
329,848
+76,375
+30% +$1.58M ﹤0.01% 1899
2024
Q3 		$5.38M Buy
253,473
+65,250
+35% +$1.36M ﹤0.01% 2061
2024
Q2 		$3.82M Buy
188,223
+60,180
+47% +$1.21M ﹤0.01% 2206
2024
Q1 		$2.62M Buy
128,043
+1,723
+1% +$35.2K ﹤0.01% 2407
2023
Q4 		$2.62M Buy
126,320
+56,845
+82% +$1.12M ﹤0.01% 2300
2023
Q3 		$1.35M Buy
+69,475
New +$1.38M ﹤0.01% 2601
2022
Q4 		– Sell
-10,639
Closed -$208K – 3995
2022
Q3 		$208K Buy
10,639
+1,017
+11% +$21.2K ﹤0.01% 3562
2022
Q2 		$200K Buy
+9,622
New +$205K ﹤0.01% 3600

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return