EWM
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Executive Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Executive 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
2024
Q4 		$3.55M Buy
174,222
+48,203
+38% +$997K 0.28% 92
2024
Q3 		$2.67M Buy
126,019
+94,602
+301% +$1.97M 0.21% 105
2024
Q2 		$637K Buy
31,417
+14,987
+91% +$302K 0.12% 70
2024
Q1 		$333K Buy
+16,430
New +$336K 0.03% 187

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Executive Wealth Management's IBDW Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 38% in Q4 2024, buying an estimated $997K and bringing the position to 174,222 shares worth $3.55M. The position accounts for 0.28% of the portfolio, ranked #92.

Executive Wealth Management first reported a position in IBDW in Q1 2024 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold IBDW as of Q4 2024.

  • Executive Wealth Management held 174,222 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.55M as of Q4 2024.
  • Executive Wealth Management bought 48,203 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2024, an estimated $997K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.28% of Executive Wealth Management's portfolio in Q4 2024, its #92 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.