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 Q3	–	Sell	-16,955	Closed	-$353K	–	1343
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Brookstone Capital Management's IBDW Position: Q3 2026 in Review

Brookstone Capital Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2026, closing a stake of 16,955 shares — an estimated $353K sold.

Brookstone Capital Management first reported a position in IBDW in Q1 2024 and held it in 10 quarters. The position peaked at $564K in Q3 2024. 121 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Brookstone Capital Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Brookstone Capital Management sold 16,955 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $353K.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and held it in 10 quarters.
Brookstone Capital Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $564K in Q3 2024.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.