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

XML 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 		$516K Buy
24,643
+5,501
+29% +$116K 0.04% 259
2025
Q4 		$405K Buy
19,142
+6,795
+55% +$144K 0.03% 285
2025
Q3 		$262K Buy
+12,347
New +$260K 0.02% 334

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
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

XML Financial's IBDW Position: Q1 2026 in Review

XML Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 29% in Q1 2026, buying an estimated $116K and bringing the position to 24,643 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #259.

XML Financial first reported a position in IBDW in Q3 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • XML Financial held 24,643 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $516K as of Q1 2026.
  • XML Financial bought 5,501 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $116K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of XML Financial's portfolio in Q1 2026, its #259 holding.
  • XML Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.