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Conrad Siegel Investment Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Conrad Siegel Investment Advisors’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
Q3 		$668K Buy
33,298
+2,215
+7% +$45.5K 0.11% 41
2026
Q2 		$648K Buy
31,083
+375
+1% +$7.83K 0.11% 40
2026
Q1 		$643K Buy
+30,708
New +$649K 0.12% 38

Other funds holding IBDW

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBDW Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.1% in Q3 2026, buying an estimated $45.5K and bringing the position to 33,298 shares worth $668K. The position accounts for 0.11% of the portfolio, ranked #41.

Conrad Siegel Investment Advisors first reported a position in IBDW in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Conrad Siegel Investment Advisors held 33,298 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $668K as of Q3 2026.
  • Conrad Siegel Investment Advisors bought 2,215 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $45.5K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #41 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.