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Noble Wealth Management PBC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Noble Wealth Management PBC’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
2025
Q1 		$9.34K Hold
450
– – 0.01% 389
2024
Q4 		$9.16K Buy
+450
New +$9.3K 0.01% 354

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
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 $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

Noble Wealth Management PBC's IBDW Position: Q1 2025 in Review

Noble Wealth Management PBC held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2025 at 450 shares worth $9.34K. The position accounts for 0.01% of the portfolio, ranked #389.

Noble Wealth Management PBC first reported a position in IBDW in Q4 2024 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Noble Wealth Management PBC held 450 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $9.34K as of Q1 2025.
  • Noble Wealth Management PBC left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #389 holding.
  • Noble Wealth Management PBC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.