Focus Partners Wealth
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Focus Partners Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Focus Partners Wealth’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 		$692K Buy
33,053
+472
+1% +$9.97K ﹤0.01% 1777
2025
Q4 		$689K Hold
32,581
– – ﹤0.01% 1802
2025
Q3 		$691K Hold
32,581
– – ﹤0.01% 1448
2025
Q2 		$686K Buy
+32,581
New +$673K ﹤0.01% 1290

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

Focus Partners Wealth's IBDW Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.4% in Q1 2026, buying an estimated $9.97K and bringing the position to 33,053 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Focus Partners Wealth first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Focus Partners Wealth held 33,053 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $692K as of Q1 2026.
  • Focus Partners Wealth bought 472 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $9.97K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1777 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.