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Passive Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Passive Capital Management’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 		$329K Hold
15,719
– – 0.1% 77
2025
Q4 		$332K Buy
15,719
+591
+4% +$12.5K 0.1% 75
2025
Q3 		$321K Hold
15,128
– – 0.1% 74
2025
Q2 		$317K Hold
15,128
– – 0.1% 71
2025
Q1 		$314K Buy
+15,128
New +$310K 0.1% 67

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

Passive Capital Management's IBDW Position: Q1 2026 in Review

Passive Capital Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 15,719 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #77.

Passive Capital Management first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. The position peaked at $332K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Passive Capital Management held 15,719 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $329K as of Q1 2026.
  • Passive Capital Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.1% of Passive Capital Management's portfolio in Q1 2026, its #77 holding.
  • Passive Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Passive Capital Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $332K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.