Redwood Financial Network’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Redwood Financial Network’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	$623K	Buy	29,756 +8,295	+39%	+$175K	0.41%	68
2025 Q4	$454K	Buy	21,461 +2,585	+14%	+$54.8K	0.29%	99
2025 Q3	$401K	Buy	18,876 +4,791	+34%	+$101K	0.25%	115
2025 Q2	$296K	Buy	14,085 +2,384	+20%	+$49.2K	0.2%	127
2025 Q1	$243K	Buy	11,701 +1,563	+15%	+$32.1K	0.18%	138
2024 Q4	$206K	Buy	+10,138	New	+$210K	0.15%	148

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

Redwood Financial Network's IBDW Position: Q1 2026 in Review

Redwood Financial Network increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 39% in Q1 2026, buying an estimated $175K and bringing the position to 29,756 shares worth $623K. The position accounts for 0.41% of the portfolio, ranked #68.

Redwood Financial Network first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Redwood Financial Network held 29,756 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $623K as of Q1 2026.
Redwood Financial Network bought 8,295 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $175K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.41% of Redwood Financial Network's portfolio in Q1 2026, its #68 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.