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

StoneX 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
Q1 		– Sell
-24,225
Closed -$512K – 1070
2025
Q4 		$512K Buy
24,225
+6,158
+34% +$131K 0.02% 525
2025
Q3 		$383K Buy
18,067
+2,500
+16% +$52.7K 0.02% 623
2025
Q2 		$328K Buy
15,567
+251
+2% +$5.18K 0.02% 627
2025
Q1 		$318K Buy
15,316
+1,670
+12% +$34.3K 0.02% 615
2024
Q4 		$278K Buy
+13,646
New +$282K 0.02% 632

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

StoneX Group's IBDW Position: Q1 2026 in Review

StoneX Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026, closing a stake of 24,225 shares — an estimated $512K sold.

StoneX Group first reported a position in IBDW in Q4 2024 and held it in 5 quarters. The position peaked at $512K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • StoneX Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 24,225 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $512K.
  • StoneX Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and held it in 5 quarters.
  • StoneX Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $512K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.