IFC & Insurance Marketing’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

IFC & Insurance Marketing’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	-121	Closed	-$3K	–	322
2025 Q4	$3K	Buy	+121	New	+$2.56K	﹤0.01%	590

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC & Insurance Marketing's IBDW Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026, closing a stake of 121 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in IBDW in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 289 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

IFC & Insurance Marketing reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 121 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $3K.
IFC & Insurance Marketing first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $3K in Q4 2025.
289 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.