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Archford Capital Strategies’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Archford Capital Strategies’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 		$2.22M Sell
106,653
-4,894
-4% -$102K 0.23% 91
2026
Q1 		$2.33M Buy
111,547
+203
+0.2% +$4.29K 0.27% 86
2025
Q4 		$2.35M Buy
111,344
+35
+0% +$742 0.27% 80
2025
Q3 		$2.36M Buy
111,309
+4,377
+4% +$92.2K 0.28% 79
2025
Q2 		$2.25M Sell
106,932
-5,091
-5% -$105K 0.29% 83
2025
Q1 		$2.32M Sell
112,023
-715
-0.6% -$14.7K 0.34% 82
2024
Q4 		$2.29M Sell
112,738
-1,360
-1% -$28.1K 0.35% 72
2024
Q3 		$2.38M Sell
114,098
-2,185
-2% -$45.5K 0.36% 69
2024
Q2 		$2.36M Buy
116,283
+5,223
+5% +$105K 0.38% 65
2024
Q1 		$2.28M Buy
111,060
+5,676
+5% +$116K 0.38% 68
2023
Q4 		$2.19M Buy
105,384
+42,738
+68% +$842K 0.4% 64
2023
Q3 		$1.21M Buy
62,646
+3,753
+6% +$74.7K 0.24% 103
2023
Q2 		$1.19M Buy
58,893
+11,758
+25% +$240K 0.23% 111
2023
Q1 		$981K Buy
47,135
+2,205
+5% +$45K 0.2% 115
2022
Q4 		$894K Buy
+44,930
New +$889K 0.21% 119

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Archford Capital Strategies's IBDW Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.4% in Q2 2026, selling an estimated $102K and leaving 106,653 shares worth $2.22M. The position accounts for 0.23% of the portfolio, ranked #91.

Archford Capital Strategies first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2024. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Archford Capital Strategies held 106,653 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.22M as of Q2 2026.
  • Archford Capital Strategies sold 4,894 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $102K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.23% of Archford Capital Strategies's portfolio in Q2 2026, its #91 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.38M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.