Wells Fargo
IBDW icon

Wells Fargo’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Wells Fargo’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 		$43.5M Sell
2,080,313
-203,545
-9% -$4.3M 0.01% 1040
2025
Q4 		$48.3M Buy
2,283,858
+184,124
+9% +$3.9M 0.01% 959
2025
Q3 		$44.6M Buy
2,099,734
+229,703
+12% +$4.84M 0.01% 986
2025
Q2 		$39.3M Sell
1,870,031
-5,345
-0.3% -$110K 0.01% 974
2025
Q1 		$38.9M Sell
1,875,376
-1,907,386
-50% -$39.1M 0.01% 933
2024
Q4 		$77M Buy
3,782,762
+154,874
+4% +$3.2M 0.02% 636
2024
Q3 		$77M Buy
3,627,888
+131,784
+4% +$2.75M 0.02% 624
2024
Q2 		$70.9M Buy
3,496,104
+2,110,233
+152% +$42.6M 0.02% 619
2024
Q1 		$28.4M Buy
1,385,871
+621,335
+81% +$12.7M 0.01% 1023
2023
Q4 		$15.9M Buy
764,536
+187,307
+32% +$3.69M ﹤0.01% 1345
2023
Q3 		$11.2M Buy
577,229
+450,015
+354% +$8.96M ﹤0.01% 1482
2023
Q2 		$2.58M Buy
127,214
+41,717
+49% +$851K ﹤0.01% 2695
2023
Q1 		$1.76M Buy
85,497
+33,571
+65% +$685K ﹤0.01% 2971
2022
Q4 		$1.03M Buy
51,926
+41,931
+420% +$830K ﹤0.01% 3227
2022
Q3 		$195K Buy
9,995
+824
+9% +$17.2K ﹤0.01% 4260
2022
Q2 		$191K Buy
9,171
+8,951
+4,069% +$191K ﹤0.01% 4312
2022
Q1 		$5K Buy
+220
New +$5.18K ﹤0.01% 6471

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Wells Fargo's IBDW Position: Q1 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.9% in Q1 2026, selling an estimated $4.3M and leaving 2,080,313 shares worth $43.5M. The position accounts for 0.01% of the portfolio, ranked #1040.

Wells Fargo first reported a position in IBDW in Q1 2022 and has held it in 17 quarters since. The position peaked at $77M in Q3 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Wells Fargo held 2,080,313 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $43.5M as of Q1 2026.
  • Wells Fargo sold 203,545 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $4.3M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1040 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2022 and has held it in 17 quarters since.
  • Wells Fargo's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $77M in Q3 2024.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.