J.W. Cole Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

J.W. Cole Advisors’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	$1.57M	Buy	74,995 +7,349	+11%	+$155K	0.05%	291
2025 Q4	$1.43M	Sell	67,646 -1,655	-2%	-$35.1K	0.03%	515
2025 Q3	$1.47M	Buy	69,301 +19,312	+39%	+$407K	0.03%	586
2025 Q2	$1.05M	Buy	+49,989	New	+$1.03M	0.02%	645
2025 Q1	–	Sell	-57,554	Closed	-$1.17M	–	1301
2024 Q4	$1.17M	Sell	57,554 -10,165	-15%	-$210K	0.05%	367
2024 Q3	$1.44M	Buy	67,719 +52,095	+333%	+$1.09M	0.06%	310
2024 Q2	$317K	Buy	+15,624	New	+$315K	0.01%	686

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

J.W. Cole Advisors's IBDW Position: Q1 2026 in Review

J.W. Cole Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 11% in Q1 2026, buying an estimated $155K and bringing the position to 74,995 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #291.

J.W. Cole Advisors first reported a position in IBDW in Q2 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

J.W. Cole Advisors held 74,995 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.57M as of Q1 2026.
J.W. Cole Advisors bought 7,349 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $155K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q1 2026, its #291 holding.
J.W. Cole Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.