Brookstone Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Brookstone Capital 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	$353K	Buy	16,955 +221	+1%	+$4.61K	﹤0.01%	1040
2026 Q1	$350K	Sell	16,734 -1,260	-7%	-$26.6K	﹤0.01%	980
2025 Q4	$381K	Buy	17,994 +790	+5%	+$16.7K	﹤0.01%	921
2025 Q3	$365K	Sell	17,204 -803	-4%	-$16.9K	﹤0.01%	913
2025 Q2	$379K	Sell	18,007 -1,375	-7%	-$28.4K	0.01%	828
2025 Q1	$402K	Sell	19,382 -7,657	-28%	-$157K	0.01%	767
2024 Q4	$550K	Buy	27,039 +439	+2%	+$9.08K	0.01%	664
2024 Q3	$564K	Buy	26,600 +122	+0.5%	+$2.54K	0.01%	659
2024 Q2	$545K	Buy	26,478 +671	+3%	+$13.5K	0.01%	635
2024 Q1	$529K	Buy	+25,807	New	+$528K	0.01%	616

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

Brookstone Capital Management's IBDW Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.3% in Q2 2026, buying an estimated $4.61K and bringing the position to 16,955 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Brookstone Capital Management first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $564K in Q3 2024. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Brookstone Capital Management held 16,955 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $353K as of Q2 2026.
Brookstone Capital Management bought 221 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $4.61K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1040 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $564K in Q3 2024.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.