MA
IBDW icon

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

MONECO 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 		$778K Buy
37,189
+4,688
+14% +$99K 0.06% 239
2025
Q4 		$687K Buy
32,501
+4,809
+17% +$102K 0.05% 249
2025
Q3 		$588K Hold
27,692
– – 0.05% 272
2025
Q2 		$583K Hold
27,692
– – 0.05% 265
2025
Q1 		$575K Buy
27,692
+4,825
+21% +$99K 0.06% 253
2024
Q4 		$465K Hold
22,867
– – 0.05% 292
2024
Q3 		$485K Buy
22,867
+4,800
+27% +$100K 0.06% 261
2024
Q2 		$367K Hold
18,067
– – 0.05% 279
2024
Q1 		$370K Hold
18,067
– – 0.06% 280
2023
Q4 		$375K Hold
18,067
– – 0.07% 252
2023
Q3 		$350K Hold
18,067
– – 0.1% 228
2023
Q2 		$366K Hold
18,067
– – 0.1% 220
2023
Q1 		$373K Buy
+18,067
New +$369K 0.11% 207

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return