Ashton Thomas Private Wealth
IBDW icon

Ashton Thomas Private Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Ashton Thomas Private Wealth’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 		$27.6K Hold
1,376
– – ﹤0.01% 1492
2026
Q2 		$28.7K Hold
1,376
– – ﹤0.01% 1417
2026
Q1 		$28.8K Buy
+1,376
New +$29.1K ﹤0.01% 1330

Other funds holding IBDW

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ashton Thomas Private Wealth's IBDW Position: Q3 2026 in Review

Ashton Thomas Private Wealth held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q3 2026 at 1,376 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Ashton Thomas Private Wealth first reported a position in IBDW in Q1 2026 and has held it in 3 quarters since. The position peaked at $28.8K in Q1 2026. 155 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Ashton Thomas Private Wealth held 1,376 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $27.6K as of Q3 2026.
  • Ashton Thomas Private Wealth left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1492 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $28.8K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.