Roble Belko & Company’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Roble Belko & Company’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	$1.18M	Buy	56,531 +35,539	+169%	+$751K	0.15%	55
2025 Q4	$444K	Hold	20,992	–	–	0.06%	87
2025 Q3	$445K	Hold	20,992	–	–	0.06%	79
2025 Q2	$442K	Hold	20,992	–	–	0.06%	80
2025 Q1	$436K	Buy	20,992 +1,127	+6%	+$23.1K	0.07%	80
2024 Q4	$404K	Buy	19,865 +4,870	+32%	+$101K	0.06%	82
2024 Q3	$318K	Buy	14,995 +1,874	+14%	+$39.1K	0.05%	86
2024 Q2	$266K	Buy	13,121 +2,860	+28%	+$57.7K	0.04%	93
2024 Q1	$210K	Buy	10,261 +2,821	+38%	+$57.7K	0.04%	99
2023 Q4	$155K	Buy	+7,440	New	+$147K	0.03%	99

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

Roble Belko & Company's IBDW Position: Q1 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 169% in Q1 2026, buying an estimated $751K and bringing the position to 56,531 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #55.

Roble Belko & Company first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Roble Belko & Company held 56,531 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.18M as of Q1 2026.
Roble Belko & Company bought 35,539 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $751K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.15% of Roble Belko & Company's portfolio in Q1 2026, its #55 holding.
Roble Belko & Company first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.