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

Truist Financial’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 Q2	$10.6M	Buy	508,581 +85,545	+20%	+$1.78M	0.01%	624
2026 Q1	$8.85M	Buy	423,036 +18,642	+5%	+$394K	0.01%	650
2025 Q4	$8.55M	Buy	404,394 +393,606	+3,649%	+$8.34M	0.01%	650
2025 Q3	$229K	Buy	10,788 +261	+2%	+$5.5K	﹤0.01%	2478
2025 Q2	$221K	Buy	+10,527	New	+$217K	﹤0.01%	2373

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Truist Financial's IBDW Position: Q2 2026 in Review

Truist Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 20% in Q2 2026, buying an estimated $1.78M and bringing the position to 508,581 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #624.

Truist Financial first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Truist Financial held 508,581 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $10.6M as of Q2 2026.
Truist Financial bought 85,545 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $1.78M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #624 holding.
Truist Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.