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Breachway Investments’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Breachway Investments’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 		$1.28M Buy
61,265
+8,100
+15% +$169K 1.92% 17
2026
Q1 		$1.11M Buy
53,165
+1,150
+2% +$24.3K 1.06% 24
2025
Q4 		$1.1M Buy
+52,015
New +$1.1M 1.16% 26

Other funds holding IBDW

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $103B AUM 28.65% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Breachway Investments's IBDW Position: Q2 2026 in Review

Breachway Investments increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 15% in Q2 2026, buying an estimated $169K and bringing the position to 61,265 shares worth $1.28M. The position accounts for 1.92% of the portfolio, ranked #17.

Breachway Investments first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Breachway Investments held 61,265 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.28M as of Q2 2026.
  • Breachway Investments bought 8,100 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $169K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.92% of Breachway Investments's portfolio in Q2 2026, its #17 holding.
  • Breachway Investments first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.