Avidian Wealth Enterprises
IBDW icon

Avidian Wealth Enterprises’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-12,509
Closed -$261K – 776
2026
Q2 		$261K Buy
12,509
+1,799
+17% +$37.5K 0.01% 637
2026
Q1 		$224K Buy
+10,710
New +$226K 0.01% 620

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Avidian Wealth Enterprises's IBDW Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2026, closing a stake of 12,509 shares — an estimated $261K sold.

Avidian Wealth Enterprises first reported a position in IBDW in Q1 2026 and held it in 2 quarters. The position peaked at $261K in Q2 2026. 155 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,509 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $261K.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 2 quarters.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $261K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.