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Cary Street Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cary Street Partners’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 		$319K Hold
15,328
– – 0.01% 789
2026
Q1 		$321K Buy
15,328
+1,255
+9% +$26.5K 0.01% 699
2025
Q4 		$298K Sell
14,073
-706
-5% -$15K 0.01% 730
2025
Q3 		$314K Buy
14,779
+472
+3% +$9.94K 0.01% 675
2025
Q2 		$301K Hold
14,307
– – 0.01% 663
2025
Q1 		$297K Buy
14,307
+877
+7% +$18K 0.01% 653
2024
Q4 		$273K Buy
+13,430
New +$278K 0.01% 641

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Cary Street Partners's IBDW Position: Q2 2026 in Review

Cary Street Partners held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 15,328 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #789.

Cary Street Partners first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $321K in Q1 2026. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Cary Street Partners held 15,328 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $319K as of Q2 2026.
  • Cary Street Partners left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #789 holding.
  • Cary Street Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $321K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.