Glenview Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Glenview Trust’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	$8.23M	Buy	393,227 +90,800	+30%	+$1.92M	0.13%	126
2025 Q4	$6.4M	Buy	302,427 +59,151	+24%	+$1.25M	0.1%	140
2025 Q3	$5.16M	Buy	243,276 +44,140	+22%	+$930K	0.08%	152
2025 Q2	$4.19M	Buy	199,136 +32,000	+19%	+$661K	0.07%	166
2025 Q1	$3.47M	Buy	167,136 +17,372	+12%	+$356K	0.07%	167
2024 Q4	$3.05M	Buy	+149,764	New	+$3.1M	0.06%	174

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glenview Trust's IBDW Position: Q1 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 30% in Q1 2026, buying an estimated $1.92M and bringing the position to 393,227 shares worth $8.23M. The position accounts for 0.13% of the portfolio, ranked #126.

Glenview Trust first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Glenview Trust held 393,227 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.23M as of Q1 2026.
Glenview Trust bought 90,800 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.92M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.13% of Glenview Trust's portfolio in Q1 2026, its #126 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.