Neuberger Berman Group
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Neuberger Berman Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Neuberger Berman Group’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 		$3.41M Sell
163,040
-1,250
-0.8% -$26.4K ﹤0.01% 1049
2025
Q4 		$3.47M Buy
164,290
+685
+0.4% +$14.5K ﹤0.01% 1046
2025
Q3 		$3.47M Buy
163,605
+19,897
+14% +$419K ﹤0.01% 1042
2025
Q2 		$3.02M Buy
143,708
+2,315
+2% +$47.8K ﹤0.01% 1073
2025
Q1 		$2.93M Hold
141,393
– – ﹤0.01% 1040
2024
Q4 		$2.88M Hold
141,393
– – ﹤0.01% 1064
2024
Q3 		$3M Buy
141,393
+5,285
+4% +$110K ﹤0.01% 1045
2024
Q2 		$2.76M Buy
136,108
+593
+0.4% +$12K ﹤0.01% 1041
2024
Q1 		$2.78M Buy
+135,515
New +$2.77M ﹤0.01% 1050

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