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

Signature Wealth Management Group’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	$4.41M	Sell	210,521 -590	-0.3%	-$12.5K	1.67%	24
2025 Q4	$4.46M	Sell	211,111 -1,130	-0.5%	-$23.9K	1.82%	19
2025 Q3	$4.5M	Buy	212,241 +2,250	+1%	+$47.4K	1.75%	19
2025 Q2	$4.42M	Buy	209,991 +3,614	+2%	+$74.6K	1.74%	19
2025 Q1	$4.28M	Buy	206,377 +13,511	+7%	+$277K	1.67%	23
2024 Q4	$3.92M	Buy	192,866 +27,012	+16%	+$559K	1.58%	24
2024 Q3	$3.52M	Buy	165,854 +5,801	+4%	+$121K	1.41%	33
2024 Q2	$3.25M	Buy	160,053 +3,708	+2%	+$74.8K	1.42%	32
2024 Q1	$3.12M	Buy	156,345 +24,167	+18%	+$494K	1.42%	33
2023 Q4	$2.75M	Buy	+132,178	New	+$2.6M	1.27%	34
2023 Q2	$2.5M	Buy	123,263 +4,163	+3%	+$84.9K	1.16%	37
2023 Q1	$2.46M	Buy	119,100 +19,938	+20%	+$407K	1.17%	37
2022 Q4	$1.97M	Buy	99,162 +24,473	+33%	+$484K	0.96%	39
2022 Q3	$1.46M	Buy	74,689 +19,026	+34%	+$396K	0.74%	56
2022 Q2	$1.16M	Buy	+55,663	New	+$1.19M	0.56%	60

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

Signature Wealth Management Group's IBDW Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.28% in Q1 2026, selling an estimated $12.5K and leaving 210,521 shares worth $4.41M. The position accounts for 1.67% of the portfolio, ranked #24.

Signature Wealth Management Group first reported a position in IBDW in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.5M in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Signature Wealth Management Group held 210,521 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.41M as of Q1 2026.
Signature Wealth Management Group sold 590 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $12.5K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.67% of Signature Wealth Management Group's portfolio in Q1 2026, its #24 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 15 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.5M in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.