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

Naples Global 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 Q2	$1.26M	Buy	60,290 +1,980	+3%	+$41.3K	0.08%	216
2026 Q1	$1.22M	Buy	58,310 +6,015	+12%	+$127K	0.09%	209
2025 Q4	$1.11M	Buy	52,295 +7,825	+18%	+$166K	0.08%	223
2025 Q3	$944K	Buy	44,470 +12,780	+40%	+$269K	0.07%	243
2025 Q2	$667K	Hold	31,690	–	–	0.06%	272
2025 Q1	$658K	Buy	31,690 +3,515	+12%	+$72.1K	0.06%	260
2024 Q4	$573K	Buy	+28,175	New	+$583K	0.05%	275

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

Naples Global Advisors's IBDW Position: Q2 2026 in Review

Naples Global Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.4% in Q2 2026, buying an estimated $41.3K and bringing the position to 60,290 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #216.

Naples Global Advisors first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Naples Global Advisors held 60,290 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.26M as of Q2 2026.
Naples Global Advisors bought 1,980 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $41.3K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of Naples Global Advisors's portfolio in Q2 2026, its #216 holding.
Naples Global Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.