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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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

Ashton Thomas Private Wealth's IBDW Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 1,376 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Ashton Thomas Private Wealth first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.8K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,376 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $28.7K as of Q2 2026.
  • Ashton Thomas Private Wealth left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1417 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 2 quarters since.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $28.8K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.