Steward Partners Investment Advisory’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Steward Partners Investment Advisory’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	$39.3K	Sell	1,877 -3,902	-68%	-$82.4K	﹤0.01%	2907
2025 Q4	$122K	Hold	5,779	–	–	﹤0.01%	2182
2025 Q3	$123K	Buy	5,779 +714	+14%	+$15K	﹤0.01%	2109
2025 Q2	$107K	Buy	5,065 +4,277	+543%	+$88.3K	﹤0.01%	2074
2025 Q1	$16.4K	Sell	788 -460	-37%	-$9.44K	﹤0.01%	2893
2024 Q4	$25.4K	Sell	1,248 -2,082	-63%	-$43.1K	﹤0.01%	2671
2024 Q3	$70.7K	Buy	3,330 +788	+31%	+$16.4K	﹤0.01%	2052
2024 Q2	$51.6K	Hold	2,542	–	–	﹤0.01%	2087
2024 Q1	$52.1K	Hold	2,542	–	–	﹤0.01%	2088
2023 Q4	$52.8K	Hold	2,542	–	–	﹤0.01%	1967
2023 Q3	$49.3K	Buy	2,542 +1,008	+66%	+$20.1K	﹤0.01%	1917
2023 Q2	$31.1K	Buy	+1,534	New	+$31.3K	﹤0.01%	2077

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

Steward Partners Investment Advisory's IBDW Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 68% in Q1 2026, selling an estimated $82.4K and leaving 1,877 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Steward Partners Investment Advisory first reported a position in IBDW in Q2 2023 and has held it in 12 quarters since. The position peaked at $123K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Steward Partners Investment Advisory held 1,877 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $39.3K as of Q1 2026.
Steward Partners Investment Advisory sold 3,902 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $82.4K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2907 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $123K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.