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

Mendota Financial Group’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	-9,222	Closed	-$195K	–	58
2025 Q4	$195K	Hold	9,222	–	–	0.14%	35
2025 Q3	$196K	Buy	+9,222	New	+$194K	0.15%	34
2025 Q1	–	Sell	-38,621	Closed	-$786K	–	216
2024 Q4	$786K	Sell	38,621 -8,654	-18%	-$179K	0.51%	19
2024 Q3	$1M	Buy	47,275 +4,393	+10%	+$91.6K	0.48%	18
2024 Q2	$870K	Buy	42,882 +540	+1%	+$10.9K	0.47%	22
2024 Q1	$868K	Buy	42,342 +14,415	+52%	+$295K	0.51%	22
2023 Q4	$580K	Buy	+27,927	New	+$550K	0.45%	30

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

Mendota Financial Group's IBDW Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026, closing a stake of 9,222 shares — an estimated $195K sold.

Mendota Financial Group first reported a position in IBDW in Q4 2023 and held it in 7 quarters. The position peaked at $1M in Q3 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Mendota Financial Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 9,222 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $195K.
Mendota Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
Mendota Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1M in Q3 2024.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.