Advisor OS’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Advisor OS’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	$208K	Buy	+9,960	New	+$208K	0.01%	562

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

Advisor OS's IBDW Position: Q2 2026 in Review

Advisor OS opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 9,960 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings.

290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Advisor OS held 9,960 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $208K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Advisor OS position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #562 holding.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.