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Kovack Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Kovack 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 		$391K Hold
18,698
– – 0.02% 666
2025
Q4 		$395K Buy
+18,698
New +$396K 0.02% 669

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors's IBDW Position: Q1 2026 in Review

Kovack Advisors held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 18,698 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #666.

Kovack Advisors first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $395K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Kovack Advisors held 18,698 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $391K as of Q1 2026.
  • Kovack Advisors left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #666 holding.
  • Kovack Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $395K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.