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Venturi Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-800
Closed -$16.3K – 1166
2024
Q4 		$16.3K Buy
+800
New +$16.5K ﹤0.01% 1310

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

Venturi Wealth Management's IBDW Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2025, closing a stake of 800 shares — an estimated $16.3K sold.

Venturi Wealth Management first reported a position in IBDW in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 800 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $16.3K.
  • Venturi Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $16.3K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.