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

AssuredPartners 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
Q2 		$1.9M Buy
91,206
+25,877
+40% +$540K 0.18% 130
2026
Q1 		$1.36M Buy
+65,329
New +$1.38M 0.15% 148

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 $3.82B AUM 21.33% 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 $170M AUM 4.33% 1-Year Est. Return

AssuredPartners Investment Advisors's IBDW Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 40% in Q2 2026, buying an estimated $540K and bringing the position to 91,206 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #130.

AssuredPartners Investment Advisors first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • AssuredPartners Investment Advisors held 91,206 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.9M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 25,877 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $540K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.18% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.