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Fortis Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Fortis Capital 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 		– Sell
-18,796
Closed -$398K – 221
2025
Q4 		$398K Sell
18,796
-1,150
-6% -$24.4K 0.05% 134
2025
Q3 		$423K Buy
19,946
+196
+1% +$4.13K 0.06% 121
2025
Q2 		$416K Sell
19,750
-10,631
-35% -$220K 0.06% 116
2025
Q1 		$630K Sell
30,381
-37,613
-55% -$772K 0.12% 89
2024
Q4 		$1.38M Sell
67,994
-8,463
-11% -$175K 0.26% 68
2024
Q3 		$1.62M Buy
76,457
+7,137
+10% +$149K 0.33% 62
2024
Q2 		$1.41M Buy
69,320
+2,617
+4% +$52.8K 0.3% 63
2024
Q1 		$1.37M Buy
66,703
+3,428
+5% +$70.1K 0.36% 60
2023
Q4 		$1.31M Buy
+63,275
New +$1.25M 0.34% 76

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