Harbour Investments’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Harbour Investments’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	$117K	Buy	5,608 +41	+0.7%	+$866	﹤0.01%	1833
2025 Q4	$118K	Sell	5,567 -446	-7%	-$9.45K	﹤0.01%	1553
2025 Q3	$128K	Buy	6,013 +64	+1%	+$1.35K	﹤0.01%	1465
2025 Q2	$125K	Buy	5,949 +65	+1%	+$1.34K	﹤0.01%	1389
2025 Q1	$122K	Buy	5,884 +44	+0.8%	+$903	﹤0.01%	1333
2024 Q4	$119K	Buy	5,840 +694	+13%	+$14.4K	﹤0.01%	1289
2024 Q3	$109K	Buy	5,146 +63	+1%	+$1.31K	﹤0.01%	1275
2024 Q2	$103K	Buy	5,083 +64	+1%	+$1.29K	﹤0.01%	1223
2024 Q1	$103K	Buy	5,019 +40	+0.8%	+$818	﹤0.01%	1202
2023 Q4	$103K	Buy	4,979 +82	+2%	+$1.61K	﹤0.01%	1122
2023 Q3	$94.9K	Buy	4,897 +58	+1%	+$1.15K	﹤0.01%	1073
2023 Q2	$98.1K	Buy	4,839 +54	+1%	+$1.1K	﹤0.01%	1068
2023 Q1	$98.8K	Buy	4,785 +35	+0.7%	+$714	0.01%	1048
2022 Q4	$94.5K	Buy	4,750 +112	+2%	+$2.22K	0.01%	1027
2022 Q3	$96K	Hold	4,638	–	–	0.01%	977
2022 Q2	$96K	Buy	+4,638	New	+$98.8K	0.01%	977

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

Harbour Investments's IBDW Position: Q1 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.74% in Q1 2026, buying an estimated $866 and bringing the position to 5,608 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Harbour Investments first reported a position in IBDW in Q2 2022 and has held it in 16 quarters since. The position peaked at $128K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Harbour Investments held 5,608 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $117K as of Q1 2026.
Harbour Investments bought 41 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $866.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1833 holding.
Harbour Investments first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
Harbour Investments's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $128K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.