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Pacifica Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Pacifica Partners’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
Q3 		– Sell
-989
Closed -$20.7K – 526
2025
Q2 		$20.7K Buy
+989
New +$20.4K 0.01% 277

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $3.82B AUM 21.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pacifica Partners's IBDW Position: Q3 2025 in Review

Pacifica Partners sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2025, closing a stake of 989 shares — an estimated $20.7K sold.

Pacifica Partners first reported a position in IBDW in Q2 2025 and held it in 1 quarter. The position peaked at $20.7K in Q2 2025. 233 funds tracked by Wall St. Rank hold IBDW as of Q3 2025.

  • Pacifica Partners reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Pacifica Partners sold 989 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2025, an estimated $20.7K.
  • Pacifica Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Pacifica Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $20.7K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2025.

Based on Pacifica Partners's 13F filing for Q3 2025, filed 9 Oct 2025.