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

Ritholtz Wealth 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	$222K	Buy	+10,594	New	+$224K	﹤0.01%	1097
2025 Q3	–	Sell	-12,700	Closed	-$267K	–	1077
2025 Q2	$267K	Buy	12,700 +1,450	+13%	+$29.9K	0.01%	832
2025 Q1	$233K	Hold	11,250	–	–	0.01%	818
2024 Q4	$229K	Hold	11,250	–	–	0.01%	782
2024 Q3	$239K	Hold	11,250	–	–	0.01%	763
2024 Q2	$228K	Buy	+11,250	New	+$227K	0.01%	731

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

Ritholtz Wealth Management's IBDW Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026: 10,594 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in IBDW as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in IBDW in Q2 2024 and has held it in 6 quarters since. The position peaked at $267K in Q2 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Ritholtz Wealth Management held 10,594 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $222K as of Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Ritholtz Wealth Management position in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1097 holding.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 6 quarters since.
Ritholtz Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $267K in Q2 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.