Cheviot Value Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cheviot Value 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	$6.21M	Sell	298,110 -2,020	-0.7%	-$42.1K	0.63%	30
2026 Q1	$6.28M	Buy	300,130 +19,841	+7%	+$419K	0.63%	33
2025 Q4	$5.94M	Buy	280,289 +17,044	+6%	+$361K	0.58%	33
2025 Q3	$5.62M	Buy	263,245 +19,761	+8%	+$416K	0.6%	34
2025 Q2	$5.11M	Buy	243,484 +11,513	+5%	+$238K	0.59%	34
2025 Q1	$4.78M	Buy	+231,971	New	+$4.76M	0.59%	31

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

Cheviot Value Management's IBDW Position: Q2 2026 in Review

Cheviot Value Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.67% in Q2 2026, selling an estimated $42.1K and leaving 298,110 shares worth $6.21M. The position accounts for 0.63% of the portfolio, ranked #30.

Cheviot Value Management first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.28M in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Cheviot Value Management held 298,110 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.21M as of Q2 2026.
Cheviot Value Management sold 2,020 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $42.1K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.63% of Cheviot Value Management's portfolio in Q2 2026, its #30 holding.
Cheviot Value Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $6.28M in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.