Bullock Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bullock Wealth 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	$1.48M	Buy	71,524 +15,125	+27%	+$316K	0.64%	34
2026 Q1	$1.18M	Buy	56,399 +12,079	+27%	+$255K	0.59%	41
2025 Q4	$937K	Buy	44,320 +8,744	+25%	+$185K	0.46%	58
2025 Q3	$755K	Buy	35,576 +2,787	+8%	+$58.7K	0.38%	67
2025 Q2	$686K	Buy	32,789 +5,960	+22%	+$123K	0.36%	70
2025 Q1	$556K	Buy	26,829 +19,287	+256%	+$396K	0.31%	79
2024 Q4	$153K	Buy	7,542 +5,859	+348%	+$121K	0.09%	175
2024 Q3	$35.7K	Buy	1,683 +7	+0.4%	+$146	0.02%	265
2024 Q2	$33.7K	Buy	1,676 +21	+1%	+$424	0.02%	263
2024 Q1	$33.9K	Buy	+1,655	New	+$33.8K	0.02%	267

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 $170M AUM 4.33% 1-Year Est. Return

Bullock Wealth Management's IBDW Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 27% in Q2 2026, buying an estimated $316K and bringing the position to 71,524 shares worth $1.48M. The position accounts for 0.64% of the portfolio, ranked #34.

Bullock Wealth Management first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Bullock Wealth Management held 71,524 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.48M as of Q2 2026.
Bullock Wealth Management bought 15,125 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $316K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.64% of Bullock Wealth Management's portfolio in Q2 2026, its #34 holding.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.