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 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowell Financial Services's IBDW Position: Q1 2026 in Review

Sowell Financial Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 62% in Q1 2026, buying an estimated $507K and bringing the position to 62,632 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #386.

Sowell Financial Services first reported a position in IBDW in Q1 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Sowell Financial Services held 62,632 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.31M as of Q1 2026.
Sowell Financial Services bought 24,003 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $507K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Sowell Financial Services's portfolio in Q1 2026, its #386 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.