WrapManager Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

WrapManager Inc’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	$1.94M	Buy	92,644 +2,040	+2%	+$43.1K	0.67%	36
2025 Q4	$1.92M	Sell	90,604 -20,304	-18%	-$430K	0.65%	35
2025 Q3	$2.35M	Sell	110,908 -55,121	-33%	-$1.16M	0.72%	33
2025 Q2	$3.49M	Buy	166,029 +1,851	+1%	+$38.2K	0.85%	28
2025 Q1	$3.41M	Buy	164,178 +4,174	+3%	+$85.7K	0.9%	25
2024 Q4	$3.26M	Buy	+160,004	New	+$3.31M	0.83%	32

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WrapManager Inc's IBDW Position: Q1 2026 in Review

WrapManager Inc increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.3% in Q1 2026, buying an estimated $43.1K and bringing the position to 92,644 shares worth $1.94M. The position accounts for 0.67% of the portfolio, ranked #36.

WrapManager Inc first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.49M in Q2 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

WrapManager Inc held 92,644 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.94M as of Q1 2026.
WrapManager Inc bought 2,040 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $43.1K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.67% of WrapManager Inc's portfolio in Q1 2026, its #36 holding.
WrapManager Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
WrapManager Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $3.49M in Q2 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on WrapManager Inc's 13F filing for Q1 2026, filed 11 May 2026.