AssetMark Inc
IBDW icon

AssetMark Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

AssetMark Inc’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
2025
Q2 		– Sell
-1,233
Closed -$25.6K – 3063
2025
Q1 		$25.6K Buy
+1,233
New +$25.3K ﹤0.01% 1637

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

AssetMark Inc's IBDW Position: Q2 2025 in Review

AssetMark Inc sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2025, closing a stake of 1,233 shares — an estimated $25.6K sold.

AssetMark Inc first reported a position in IBDW in Q1 2025 and held it in 1 quarter. The position peaked at $25.6K in Q1 2025. 211 funds tracked by Wall St. Rank hold IBDW as of Q2 2025.

  • AssetMark Inc reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 1,233 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2025, an estimated $25.6K.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $25.6K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.