Sonata Capital Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sonata Capital 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 Q3	$821K	Buy	40,905 +243	+0.6%	+$4.99K	0.26%	63
2026 Q2	$847K	Buy	40,662 +241	+0.6%	+$5.03K	0.27%	63
2026 Q1	$846K	Buy	40,421 +1,353	+3%	+$28.6K	0.31%	61
2025 Q4	$826K	Buy	39,068 +9,292	+31%	+$197K	0.3%	63
2025 Q3	$632K	Buy	29,776 +16,176	+119%	+$341K	0.23%	71
2025 Q2	$286K	Buy	+13,600	New	+$281K	0.11%	100

Other funds holding IBDW

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sonata Capital Group's IBDW Position: Q3 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.6% in Q3 2026, buying an estimated $4.99K and bringing the position to 40,905 shares worth $821K. The position accounts for 0.26% of the portfolio, ranked #63.

Sonata Capital Group first reported a position in IBDW in Q2 2025 and has held it in 6 quarters since. The position peaked at $847K in Q2 2026. 219 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Sonata Capital Group held 40,905 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $821K as of Q3 2026.
Sonata Capital Group bought 243 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $4.99K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.26% of Sonata Capital Group's portfolio in Q3 2026, its #63 holding.
Sonata Capital Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Sonata Capital Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $847K in Q2 2026.
219 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.