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Cassaday & Co Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cassaday & Co 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 		– Sell
-1,952
Closed -$40.9K – 1366
2026
Q1 		$40.9K Buy
+1,952
New +$41.2K ﹤0.01% 649

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

Cassaday & Co Wealth Management's IBDW Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 1,952 shares — an estimated $40.9K sold.

Cassaday & Co Wealth Management first reported a position in IBDW in Q1 2026 and held it in 1 quarter. The position peaked at $40.9K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1,952 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $40.9K.
  • Cassaday & Co Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $40.9K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.