Camelot Portfolios’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Camelot Portfolios’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	$1.36M	Buy	65,034 +3,967	+6%	+$82.8K	0.95%	20
2026 Q1	$1.28M	Buy	61,067 +2,126	+4%	+$44.9K	0.94%	23
2025 Q4	$1.25M	Sell	58,941 -9,813	-14%	-$208K	0.76%	32
2025 Q3	$1.46M	Sell	68,754 -4,417	-6%	-$93K	0.86%	33
2025 Q2	$1.54M	Sell	73,171 -4,765	-6%	-$98.4K	0.92%	29
2025 Q1	$1.62M	Buy	77,936 +40,263	+107%	+$826K	1%	22
2024 Q4	$767K	Buy	+37,673	New	+$779K	0.83%	44

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

Camelot Portfolios's IBDW Position: Q2 2026 in Review

Camelot Portfolios increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.5% in Q2 2026, buying an estimated $82.8K and bringing the position to 65,034 shares worth $1.36M. The position accounts for 0.95% of the portfolio, ranked #20.

Camelot Portfolios first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Camelot Portfolios held 65,034 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.36M as of Q2 2026.
Camelot Portfolios bought 3,967 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $82.8K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.95% of Camelot Portfolios's portfolio in Q2 2026, its #20 holding.
Camelot Portfolios first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Camelot Portfolios's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.62M in Q1 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.