Arcadia Investment Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Arcadia Investment Advisors’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 Q3	$272K	Buy	+13,580	New	+$279K	0.11%	38

Other funds holding IBDW

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Arcadia Investment Advisors's IBDW Position: Q3 2026 in Review

Arcadia Investment Advisors opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2026: 13,580 shares worth $272K. The stake represents 0.11% of the portfolio and ranks #38 among its holdings.

47 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Arcadia Investment Advisors held 13,580 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $272K as of Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Arcadia Investment Advisors position in Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Arcadia Investment Advisors's portfolio in Q3 2026, its #38 holding.
47 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.