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

NewEdge 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	$24.5M	Sell	1,170,337 -25,509	-2%	-$539K	0.09%	226
2025 Q4	$25.3M	Buy	1,195,846 +59,126	+5%	+$1.25M	0.09%	207
2025 Q3	$24.1M	Buy	1,136,720 +262,710	+30%	+$5.53M	0.11%	182
2025 Q2	$18.4M	Sell	874,010 -71,727	-8%	-$1.48M	0.09%	223
2025 Q1	$19.6M	Sell	945,737 -17,461	-2%	-$358K	0.12%	181
2024 Q4	$19.6M	Buy	963,198 +40,864	+4%	+$845K	0.12%	174
2024 Q3	$19.6M	Sell	922,334 -188,887	-17%	-$3.94M	0.13%	176
2024 Q2	$22.5M	Sell	1,111,221 -45,032	-4%	-$909K	0.16%	123
2024 Q1	$23.7M	Buy	1,156,253 +67,012	+6%	+$1.37M	0.21%	107
2023 Q4	$22.5M	Sell	1,089,241 -201,710	-16%	-$3.97M	0.21%	108
2023 Q3	$25M	Buy	1,290,951 +355,890	+38%	+$7.08M	0.28%	91
2023 Q2	$19M	Buy	935,061 +910,728	+3,743%	+$18.6M	0.21%	112
2023 Q1	$502K	Sell	24,333 -156	-0.6%	-$3.18K	0.01%	1113
2022 Q4	$487	Buy	+24,489	New	+$485K	﹤0.01%	3174

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

NewEdge Advisors's IBDW Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.1% in Q1 2026, selling an estimated $539K and leaving 1,170,337 shares worth $24.5M. The position accounts for 0.09% of the portfolio, ranked #226.

NewEdge Advisors first reported a position in IBDW in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.3M in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

NewEdge Advisors held 1,170,337 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $24.5M as of Q1 2026.
NewEdge Advisors sold 25,509 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $539K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.09% of NewEdge Advisors's portfolio in Q1 2026, its #226 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $25.3M in Q4 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.