Sowell Financial Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sowell Financial Services’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	$1.29M	Sell	64,510 -3,987	-6%	-$81.8K	0.04%	419
2026 Q2	$1.43M	Buy	68,497 +5,865	+9%	+$122K	0.05%	383
2026 Q1	$1.31M	Buy	62,632 +24,003	+62%	+$507K	0.05%	386
2025 Q4	$817K	Buy	38,629 +18,852	+95%	+$400K	0.03%	490
2025 Q3	$420K	Buy	19,777 +2,324	+13%	+$48.9K	0.02%	685
2025 Q2	$367K	Buy	+17,453	New	+$360K	0.02%	709
2024 Q3	–	Sell	-31,520	Closed	-$635K	–	559
2024 Q2	$635K	Buy	31,520 +14,530	+86%	+$293K	0.03%	404
2024 Q1	$346K	Buy	+16,990	New	+$347K	0.02%	505

Other funds holding IBDW

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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Sowell Financial Services's IBDW Position: Q3 2026 in Review

Sowell Financial Services reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.8% in Q3 2026, selling an estimated $81.8K and leaving 64,510 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #419.

Sowell Financial Services first reported a position in IBDW in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2026. 77 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Sowell Financial Services held 64,510 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.29M as of Q3 2026.
Sowell Financial Services sold 3,987 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $81.8K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Sowell Financial Services's portfolio in Q3 2026, its #419 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
Sowell Financial Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.43M in Q2 2026.
77 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.