JBA
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Johnson Bixby & Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Johnson Bixby & Associates’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 		$247K Buy
11,815
+90
+0.8% +$1.9K 0.03% 115
2025
Q4 		$248K Buy
11,725
+1,177
+11% +$24.9K 0.03% 106
2025
Q3 		$224K Buy
10,548
+125
+1% +$2.63K 0.03% 114
2025
Q2 		$219K Buy
10,423
+128
+1% +$2.64K 0.03% 113
2025
Q1 		$214K Buy
10,295
+84
+0.8% +$1.72K 0.03% 109
2024
Q4 		$208K Buy
10,211
+166
+2% +$3.43K 0.03% 113
2024
Q3 		$213K Buy
10,045
+123
+1% +$2.56K 0.03% 105
2024
Q2 		$201K Buy
9,922
+125
+1% +$2.52K 0.03% 108
2024
Q1 		$201K Buy
9,797
+79
+0.8% +$1.61K 0.03% 112
2023
Q4 		$202K Buy
+9,718
New +$191K 0.04% 106

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return