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Sabal Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sabal Trust’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
2025
Q1 		$5.02M Buy
241,959
+22,730
+10% +$466K 0.28% 65
2024
Q4 		$4.46M Buy
219,229
+67,687
+45% +$1.4M 0.26% 70
2024
Q3 		$3.22M Buy
151,542
+66,279
+78% +$1.38M 0.18% 76
2024
Q2 		$1.73M Buy
+85,263
New +$1.72M 0.1% 94

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sabal Trust's IBDW Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 10% in Q1 2025, buying an estimated $466K and bringing the position to 241,959 shares worth $5.02M. The position accounts for 0.28% of the portfolio, ranked #65.

Sabal Trust first reported a position in IBDW in Q2 2024 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Sabal Trust held 241,959 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $5.02M as of Q1 2025.
  • Sabal Trust bought 22,730 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $466K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.28% of Sabal Trust's portfolio in Q1 2025, its #65 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.