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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
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 $12.7B AUM 17.41% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Snowden Capital Advisors's IBDW Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.4% in Q1 2026, buying an estimated $263K and bringing the position to 380,644 shares worth $7.97M. The position accounts for 0.21% of the portfolio, ranked #97.

Snowden Capital Advisors first reported a position in IBDW in Q2 2022 and has held it in 16 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Snowden Capital Advisors held 380,644 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $7.97M as of Q1 2026.
  • Snowden Capital Advisors bought 12,474 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $263K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.21% of Snowden Capital Advisors's portfolio in Q1 2026, its #97 holding.
  • Snowden Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.