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 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 $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

Naples Global Advisors's IBDW Position: Q1 2026 in Review

Naples Global Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q1 2026, buying an estimated $127K and bringing the position to 58,310 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #209.

Naples Global Advisors first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Naples Global Advisors held 58,310 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.22M as of Q1 2026.
Naples Global Advisors bought 6,015 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $127K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.09% of Naples Global Advisors's portfolio in Q1 2026, its #209 holding.
Naples Global Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.