Moors & Cabot’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Moors & Cabot’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 Q2	$214K	Buy	+10,246	New	+$214K	0.01%	878

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Moors & Cabot's IBDW Position: Q2 2026 in Review

Moors & Cabot opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 10,246 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings.

290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Moors & Cabot held 10,246 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $214K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Moors & Cabot position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #878 holding.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.