IBDW β€” ISHARES IBONDS DEC 2031 CORP

Ownership history in ARROW FINANCIAL CORP  Β·  17 quarters on record

AI Ownership Summary

ARROW FINANCIAL CORP reported ISHARES IBONDS DEC 2031 CORP (IBDW) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.62% in 2025 Q1. The latest visible filing shows IBDW at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARROW FINANCIAL CORP's position in ISHARES IBONDS DEC 2031 CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBDW was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARROW FINANCIAL CORP held IBDW β€” position size vs. price
% of Fund (quarterly)    IBDW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 703,778 +28,076 +4.2% 1.48% $14.9M 2026-02-14 (Est.) $21.21
2025 Q3 REDUCED 675,702 -17,509 -2.5% 1.47% $14.3M 2025-10-21 $20.93
2025 Q2 REDUCED 693,211 -6,305 -0.9% 1.54% $14.6M 2025-08-11 $20.43
2025 Q1 REDUCED 699,516 -2,893 -0.4% 1.62% $14.5M 2025-05-05 $19.79
2024 Q4 ADDED 702,409 +22,728 +3.3% 1.36% $14.3M 2025-02-14 $19.48
2024 Q3 ADDED 679,681 +8,771 +1.3% 1.33% $14.4M 2024-11-04 $19.30
2024 Q2 ADDED 670,910 +14,950 +2.3% 1.33% $13.6M 2024-07-30 $19.02
2024 Q1 ADDED 655,960 +21,761 +3.4% 1.33% $13.4M 2024-05-21 $18.54
2023 Q4 ADDED 634,199 +56,436 +9.8% 1.37% $13.2M 2024-02-12 $18.39
2023 Q3 ADDED 577,763 +177,988 +44.5% 1.31% $11.2M 2023-11-13 $17.29
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ARROW FINANCIAL CORP and IBDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARROW FINANCIAL CORP reported owning IBDW?

ARROW FINANCIAL CORP reported IBDW across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IBDW position in ARROW FINANCIAL CORP's portfolio?

The largest reported portfolio weight for IBDW was 1.62% in 2025 Q1.

What is the latest reported IBDW position on this page?

The most recent filing on this page is 2025 Q4, when ARROW FINANCIAL CORP reported 703,778 shares, equal to 1.48% of portfolio, with an estimated market value of $14.9M.

What does the chart on this IBDW ownership page compare?

The chart compares ARROW FINANCIAL CORP's quarterly IBDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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