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

Rossby Financial’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
Q2 		$39.2K Buy
1,881
+970
+106% +$20.2K 0.01% 777
2026
Q1 		$19K Buy
911
+373
+69% +$7.88K ﹤0.01% 1027
2025
Q4 		$11.4K Sell
538
-381
-41% -$8.07K ﹤0.01% 893
2025
Q3 		$19.5K Hold
919
– – 0.01% 724
2025
Q2 		$19.3K Hold
919
– – 0.01% 658
2025
Q1 		$19K Buy
+919
New +$18.9K 0.01% 628

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Rossby Financial's IBDW Position: Q2 2026 in Review

Rossby Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 106% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,881 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #777.

Rossby Financial first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Rossby Financial held 1,881 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $39.2K as of Q2 2026.
  • Rossby Financial bought 970 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $20.2K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #777 holding.
  • Rossby Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.