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

Centricity 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
2025
Q2 		$574K Buy
27,260
+970
+4% +$20K 0.46% 41
2025
Q1 		$546K Hold
26,290
– – 0.5% 37
2024
Q4 		$535K Buy
+26,290
New +$544K 0.5% 38

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Centricity Wealth Management's IBDW Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.7% in Q2 2025, buying an estimated $20K and bringing the position to 27,260 shares worth $574K. The position accounts for 0.46% of the portfolio, ranked #41.

Centricity Wealth Management first reported a position in IBDW in Q4 2024 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold IBDW as of Q2 2025.

  • Centricity Wealth Management held 27,260 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $574K as of Q2 2025.
  • Centricity Wealth Management bought 970 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2025, an estimated $20K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.46% of Centricity Wealth Management's portfolio in Q2 2025, its #41 holding.
  • Centricity Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.