Lee Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Lee Financial’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	$419K	Hold	20,000	–	–	0.06%	111
2025 Q4	$423K	Hold	20,000	–	–	0.06%	107
2025 Q3	$424K	Hold	20,000	–	–	0.05%	123
2025 Q2	$421K	Hold	20,000	–	–	0.06%	102
2025 Q1	$415K	Hold	20,000	–	–	0.06%	105
2024 Q4	$407K	Hold	20,000	–	–	0.06%	125
2024 Q3	$424K	Hold	20,000	–	–	0.06%	122
2024 Q2	$406K	Hold	20,000	–	–	0.07%	107
2024 Q1	$410K	Buy	+20,000	New	+$409K	0.07%	106

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

Lee Financial's IBDW Position: Q1 2026 in Review

Lee Financial held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 20,000 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #111.

Lee Financial first reported a position in IBDW in Q1 2024 and has held it in 9 quarters since. The position peaked at $424K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Lee Financial held 20,000 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $419K as of Q1 2026.
Lee Financial left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Lee Financial's portfolio in Q1 2026, its #111 holding.
Lee Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Lee Financial's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $424K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.