10Elms LLP’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

10Elms LLP’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 Q2	$2.32M	Buy	111,263 +44,729	+67%	+$933K	0.98%	31
2026 Q1	$1.39M	Buy	66,534 +44,334	+200%	+$936K	0.88%	32
2025 Q4	$470K	Buy	22,200 +1,800	+9%	+$38.1K	0.43%	47
2025 Q3	$433K	Buy	20,400 +7,800	+62%	+$164K	0.39%	52
2025 Q2	$265K	Buy	12,600 +5,500	+77%	+$114K	0.25%	65
2025 Q1	$147K	Buy	7,100 +5,100	+255%	+$105K	0.15%	92
2024 Q4	$40.7K	Buy	+2,000	New	+$41.4K	0.04%	241

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

10Elms LLP's IBDW Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 67% in Q2 2026, buying an estimated $933K and bringing the position to 111,263 shares worth $2.32M. The position accounts for 0.98% of the portfolio, ranked #31.

10Elms LLP first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

10Elms LLP held 111,263 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.32M as of Q2 2026.
10Elms LLP bought 44,729 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $933K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.98% of 10Elms LLP's portfolio in Q2 2026, its #31 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.