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MASECO Private Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

MASECO Private Wealth’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
-960
Closed -$20.3K – 469
2025
Q4 		$20.3K Buy
+960
New +$20.3K ﹤0.01% 260

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MASECO Private Wealth's IBDW Position: Q1 2026 in Review

MASECO Private Wealth sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026, closing a stake of 960 shares — an estimated $20.3K sold.

MASECO Private Wealth first reported a position in IBDW in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 289 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • MASECO Private Wealth reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 960 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $20.3K.
  • MASECO Private Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • MASECO Private Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $20.3K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.