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Sivia Capital Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sivia Capital Partners’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
Q2 		– Sell
-10,300
Closed -$214K – 446
2025
Q1 		$214K Buy
+10,300
New +$211K 0.1% 241

Other funds holding IBDW

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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sivia Capital Partners's IBDW Position: Q2 2025 in Review

Sivia Capital Partners sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2025, closing a stake of 10,300 shares — an estimated $214K sold.

Sivia Capital Partners first reported a position in IBDW in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 211 funds tracked by Wall St. Rank hold IBDW as of Q2 2025.

  • Sivia Capital Partners reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Sivia Capital Partners sold 10,300 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2025, an estimated $214K.
  • Sivia Capital Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Sivia Capital Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $214K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2025.

Based on Sivia Capital Partners's 13F filing for Q2 2025, filed 9 Jul 2025.