Commonwealth Equity Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Commonwealth Equity Services’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	$16.7M	Buy	802,813 +33,068	+4%	+$690K	0.02%	680
2026 Q1	$16.1M	Sell	769,745 -83,391	-10%	-$1.76M	0.02%	652
2025 Q4	$18M	Buy	853,136 +53,172	+7%	+$1.13M	0.02%	602
2025 Q3	$17M	Buy	799,964 +105,146	+15%	+$2.21M	0.02%	646
2025 Q2	$14.6M	Sell	694,818 -11,173	-2%	-$231K	0.02%	706
2025 Q1	$14.6M	Buy	705,991 +92,071	+15%	+$1.89M	0.02%	682
2024 Q4	$12.5M	Buy	613,920 +101,121	+20%	+$2.09M	0.02%	718
2024 Q3	$10.9M	Sell	512,799 -419	-0.1%	-$8.73K	0.02%	787
2024 Q2	$10.4M	Buy	513,218 +62,316	+14%	+$1.26M	0.02%	789
2024 Q1	$9.24M	Buy	450,902 +168,230	+60%	+$3.44M	0.02%	822
2023 Q4	$5.87M	Buy	282,672 +200,364	+243%	+$3.95M	0.01%	1014
2023 Q3	$1.6M	Buy	82,308 +4,696	+6%	+$93.5K	﹤0.01%	1758
2023 Q2	$1.57M	Buy	77,612 +6,514	+9%	+$133K	﹤0.01%	1783
2023 Q1	$1.47M	Buy	71,098 +646	+0.9%	+$13.2K	﹤0.01%	1760
2022 Q4	$1.4M	Buy	70,452 +29,054	+70%	+$575K	﹤0.01%	1734
2022 Q3	$807K	Buy	+41,398	New	+$862K	﹤0.01%	2053

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

Commonwealth Equity Services's IBDW Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.3% in Q2 2026, buying an estimated $690K and bringing the position to 802,813 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #680.

Commonwealth Equity Services first reported a position in IBDW in Q3 2022 and has held it in 16 quarters since. The position peaked at $18M in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Commonwealth Equity Services held 802,813 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $16.7M as of Q2 2026.
Commonwealth Equity Services bought 33,068 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $690K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #680 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $18M in Q4 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.