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

Commonwealth Financial 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 		$2.46M Sell
118,177
-342,096
-74% -$7.14M 0.33% 61
2026
Q1 		$9.63M Buy
460,273
+33,394
+8% +$705K 1.53% 21
2025
Q4 		$9.03M Buy
426,879
+14,163
+3% +$300K 1.49% 21
2025
Q3 		$8.76M Buy
412,716
+7,535
+2% +$159K 1.5% 17
2025
Q2 		$8.52M Sell
405,181
-8,941
-2% -$185K 1.64% 16
2025
Q1 		$8.59M Buy
+414,122
New +$8.5M 1.76% 14

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Commonwealth Financial Services reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 74% in Q2 2026, selling an estimated $7.14M and leaving 118,177 shares worth $2.46M. The position accounts for 0.33% of the portfolio, ranked #61.

Commonwealth Financial Services first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.63M in Q1 2026. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Commonwealth Financial Services held 118,177 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.46M as of Q2 2026.
  • Commonwealth Financial Services sold 342,096 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $7.14M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.33% of Commonwealth Financial Services's portfolio in Q2 2026, its #61 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $9.63M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.