Snowden Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Snowden Capital Advisors’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	$8.06M	Buy	386,984 +6,340	+2%	+$132K	0.19%	110
2026 Q1	$7.97M	Buy	380,644 +12,474	+3%	+$263K	0.21%	97
2025 Q4	$7.79M	Buy	368,170 +8,937	+2%	+$189K	0.2%	99
2025 Q3	$7.62M	Buy	359,233 +4,275	+1%	+$90K	0.21%	95
2025 Q2	$7.47M	Buy	354,958 +684	+0.2%	+$14.1K	0.22%	96
2025 Q1	$7.35M	Buy	354,274 +31,832	+10%	+$653K	0.24%	89
2024 Q4	$6.56M	Buy	322,442 +13,641	+4%	+$282K	0.2%	102
2024 Q3	$6.55M	Buy	308,801 +19,701	+7%	+$411K	0.2%	112
2024 Q2	$5.87M	Sell	289,100 -1,492	-0.5%	-$30.1K	0.17%	138
2024 Q1	$5.95M	Buy	290,592 +11,445	+4%	+$234K	0.19%	136
2023 Q4	$5.8M	Buy	279,147 +5,645	+2%	+$111K	0.22%	117
2023 Q3	$5.3M	Buy	273,502 +256,960	+1,553%	+$5.11M	0.23%	115
2023 Q2	$335K	Sell	16,542 -1,778	-10%	-$36.3K	0.01%	915
2023 Q1	$378K	Hold	18,320	–	–	0.01%	849
2022 Q4	$364K	Sell	18,320 -2,781	-13%	-$55K	0.02%	850
2022 Q3	$411K	Buy	21,101 +44	+0.2%	+$916	0.02%	733
2022 Q2	$438K	Buy	+21,057	New	+$449K	0.02%	684

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Snowden Capital Advisors's IBDW Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.7% in Q2 2026, buying an estimated $132K and bringing the position to 386,984 shares worth $8.06M. The position accounts for 0.19% of the portfolio, ranked #110.

Snowden Capital Advisors first reported a position in IBDW in Q2 2022 and has held it in 17 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Snowden Capital Advisors held 386,984 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.06M as of Q2 2026.
Snowden Capital Advisors bought 6,340 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $132K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.19% of Snowden Capital Advisors's portfolio in Q2 2026, its #110 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.