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

Mutual 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	$396K	Sell	18,927 -1,069	-5%	-$22.6K	0.01%	1003
2025 Q4	$423K	Buy	19,996 +58	+0.3%	+$1.23K	0.01%	948
2025 Q3	$425K	Sell	19,938 -943	-5%	-$19.9K	0.01%	924
2025 Q2	$437K	Buy	20,881 +137	+0.7%	+$2.83K	0.01%	845
2025 Q1	$430K	Sell	20,744 -13,286	-39%	-$273K	0.01%	777
2024 Q4	$693K	Sell	34,030 -1,002	-3%	-$20.7K	0.02%	598
2024 Q3	$727K	Sell	35,032 -41	-0.1%	-$855	0.02%	584
2024 Q2	$723K	Buy	35,073 +10,148	+41%	+$205K	0.02%	586
2024 Q1	$511K	Buy	24,925 +12,401	+99%	+$253K	0.02%	688
2023 Q4	$260K	Buy	+12,524	New	+$247K	0.01%	872

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

Mutual Advisors's IBDW Position: Q1 2026 in Review

Mutual Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.3% in Q1 2026, selling an estimated $22.6K and leaving 18,927 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1003.

Mutual Advisors first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $727K in Q3 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Mutual Advisors held 18,927 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $396K as of Q1 2026.
Mutual Advisors sold 1,069 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $22.6K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1003 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Mutual Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $727K in Q3 2024.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.