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Romano Brothers & Co’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Romano Brothers & Co’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 		$1.61M Buy
76,708
+31,183
+68% +$659K 0.18% 129
2025
Q4 		$963K Buy
45,525
+29,816
+190% +$632K 0.11% 169
2025
Q3 		$333K Buy
+15,709
New +$331K 0.04% 269

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

Romano Brothers & Co's IBDW Position: Q1 2026 in Review

Romano Brothers & Co increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 68% in Q1 2026, buying an estimated $659K and bringing the position to 76,708 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #129.

Romano Brothers & Co first reported a position in IBDW in Q3 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Romano Brothers & Co held 76,708 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.61M as of Q1 2026.
  • Romano Brothers & Co bought 31,183 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $659K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.18% of Romano Brothers & Co's portfolio in Q1 2026, its #129 holding.
  • Romano Brothers & Co first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.