Advisory Services Network’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Advisory Services Network’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	$474K	Buy	22,753 +2,521	+12%	+$52.6K	0.01%	1442
2026 Q1	$423K	Buy	20,232 +151	+0.8%	+$3.19K	0.01%	1382
2025 Q4	$425K	Buy	20,081 +4,507	+29%	+$95.5K	0.01%	1298
2025 Q3	$330K	Buy	15,574 +565	+4%	+$11.9K	﹤0.01%	1408
2025 Q2	$314K	Buy	15,009 +1,597	+12%	+$33K	0.01%	1382
2025 Q1	$278K	Buy	+13,412	New	+$275K	0.01%	1345

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

Advisory Services Network's IBDW Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q2 2026, buying an estimated $52.6K and bringing the position to 22,753 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #1442.

Advisory Services Network first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Advisory Services Network held 22,753 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $474K as of Q2 2026.
Advisory Services Network bought 2,521 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $52.6K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1442 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.