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 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 $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cheviot Value Management's IBDW Position: Q1 2026 in Review

Cheviot Value Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.1% in Q1 2026, buying an estimated $419K and bringing the position to 300,130 shares worth $6.28M. The position accounts for 0.63% of the portfolio, ranked #33.

Cheviot Value Management first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Cheviot Value Management held 300,130 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.28M as of Q1 2026.
Cheviot Value Management bought 19,841 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $419K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.63% of Cheviot Value Management's portfolio in Q1 2026, its #33 holding.
Cheviot Value Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.