Berkshire Money Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Berkshire Money Management’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	$296K	Buy	+14,224	New	+$297K	0.03%	51

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Berkshire Money Management's IBDW Position: Q2 2026 in Review

Berkshire Money Management opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 14,224 shares worth $296K. The stake represents 0.03% of the portfolio and ranks #51 among its holdings.

290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Berkshire Money Management held 14,224 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $296K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Berkshire Money Management position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Berkshire Money Management's portfolio in Q2 2026, its #51 holding.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.