MML Investors Services
IBDW icon

MML Investors Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

MML Investors Services’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 		$217K Sell
10,383
-308
-3% -$6.5K ﹤0.01% 2778
2025
Q4 		$226K Sell
10,691
-60
-0.6% -$1.27K ﹤0.01% 2811
2025
Q3 		$228K Sell
10,751
-10,155
-49% -$214K ﹤0.01% 2697
2025
Q2 		$440K Sell
20,906
-17,188
-45% -$355K ﹤0.01% 2176
2025
Q1 		$790K Buy
38,094
+1,345
+4% +$27.6K ﹤0.01% 1724
2024
Q4 		$748K Sell
36,749
-297
-0.8% -$6.14K ﹤0.01% 1690
2024
Q3 		$786K Sell
37,046
-2,922
-7% -$60.9K ﹤0.01% 1587
2024
Q2 		$811K Sell
39,968
-5,025
-11% -$101K ﹤0.01% 1511
2024
Q1 		$922K Buy
44,993
+1,397
+3% +$28.6K ﹤0.01% 1471
2023
Q4 		$905K Buy
43,596
+10,002
+30% +$197K ﹤0.01% 1427
2023
Q3 		$651K Sell
33,594
-3,998
-11% -$79.6K ﹤0.01% 1475
2023
Q2 		$762K Buy
37,592
+6,264
+20% +$128K ﹤0.01% 1382
2023
Q1 		$647K Buy
+31,328
New +$639K ﹤0.01% 1286

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

MML Investors Services's IBDW Position: Q1 2026 in Review

MML Investors Services reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.9% in Q1 2026, selling an estimated $6.5K and leaving 10,383 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

MML Investors Services first reported a position in IBDW in Q1 2023 and has held it in 13 quarters since. The position peaked at $922K in Q1 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • MML Investors Services held 10,383 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $217K as of Q1 2026.
  • MML Investors Services sold 308 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $6.5K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2778 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
  • MML Investors Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $922K in Q1 2024.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.