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Park Avenue Securities’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Park Avenue Securities’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 		$1.46M Buy
+69,541
New +$1.47M 0.01% 668
2025
Q4 		– Sell
-21,585
Closed -$458K – 1595
2025
Q3 		$458K Buy
+21,585
New +$455K ﹤0.01% 1225

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Park Avenue Securities's IBDW Position: Q1 2026 in Review

Park Avenue Securities opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026: 69,541 shares worth $1.46M. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in IBDW as recently as Q3 2025.

Park Avenue Securities first reported a position in IBDW in Q3 2025 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Park Avenue Securities held 69,541 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.46M as of Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF was a new Park Avenue Securities position in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Park Avenue Securities's portfolio in Q1 2026, its #668 holding.
  • Park Avenue Securities first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.