Cambridge Investment Research Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cambridge Investment Research Advisors’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	$2.33M	Buy	111,633 +27,422	+33%	+$572K	0.01%	1565
2026 Q1	$1.76M	Buy	84,211 +16,261	+24%	+$343K	﹤0.01%	1687
2025 Q4	$1.44M	Buy	67,950 +29,603	+77%	+$627K	﹤0.01%	1813
2025 Q3	$814K	Buy	38,347 +4,424	+13%	+$93.2K	﹤0.01%	2217
2025 Q2	$714K	Buy	33,923 +10,172	+43%	+$210K	﹤0.01%	2225
2025 Q1	$493K	Buy	23,751 +8,042	+51%	+$165K	﹤0.01%	2456
2024 Q4	$320K	Buy	15,709 +956	+6%	+$19.8K	﹤0.01%	2782
2024 Q3	$313K	Buy	14,753 +4,406	+43%	+$91.8K	﹤0.01%	2804
2024 Q2	$210K	Buy	+10,347	New	+$209K	﹤0.01%	2986

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 $3.82B AUM 21.33% 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

Cambridge Investment Research Advisors's IBDW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 33% in Q2 2026, buying an estimated $572K and bringing the position to 111,633 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #1565.

Cambridge Investment Research Advisors first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Cambridge Investment Research Advisors held 111,633 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.33M as of Q2 2026.
Cambridge Investment Research Advisors bought 27,422 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $572K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1565 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.