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First Horizon Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

First Horizon Advisors’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
2025
Q2 		$82.4K Hold
3,918
– – ﹤0.01% 780
2025
Q1 		$81.3K Buy
+3,918
New +$80.4K ﹤0.01% 735

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

First Horizon Advisors's IBDW Position: Q2 2025 in Review

First Horizon Advisors held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2025 at 3,918 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

First Horizon Advisors first reported a position in IBDW in Q1 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IBDW as of Q2 2025.

  • First Horizon Advisors held 3,918 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $82.4K as of Q2 2025.
  • First Horizon Advisors left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #780 holding.
  • First Horizon Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.