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Freestone Capital Holdings’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Freestone Capital Holdings’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 		$938K Sell
44,799
-18,386
-29% -$388K 0.03% 244
2025
Q4 		$1.34M Buy
63,185
+10,138
+19% +$215K 0.04% 208
2025
Q3 		$1.13M Buy
+53,047
New +$1.12M 0.03% 233

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

Freestone Capital Holdings's IBDW Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 29% in Q1 2026, selling an estimated $388K and leaving 44,799 shares worth $938K. The position accounts for 0.03% of the portfolio, ranked #244.

Freestone Capital Holdings first reported a position in IBDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Freestone Capital Holdings held 44,799 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $938K as of Q1 2026.
  • Freestone Capital Holdings sold 18,386 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $388K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q1 2026, its #244 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Freestone Capital Holdings's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.34M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.