Truist Financial
IBDW icon

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
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 $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 $6.8B AUM 26.96% 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

Truist Financial's IBDW Position: Q1 2026 in Review

Truist Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.6% in Q1 2026, buying an estimated $394K and bringing the position to 423,036 shares worth $8.85M. The position accounts for 0.01% of the portfolio, ranked #650.

Truist Financial first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Truist Financial held 423,036 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.85M as of Q1 2026.
  • Truist Financial bought 18,642 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $394K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #650 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.