Bessemer Group
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Bessemer Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bessemer Group’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 		– Sell
-11,556
Closed -$242K – 2576
2026
Q1 		$242K Buy
+11,556
New +$244K ﹤0.01% 1351

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

Bessemer Group's IBDW Position: Q2 2026 in Review

Bessemer Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 11,556 shares — an estimated $242K sold.

Bessemer Group first reported a position in IBDW in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Bessemer Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 11,556 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $242K.
  • Bessemer Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Bessemer Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $242K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.