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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
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

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

Conrad Siegel Investment Advisors's IBDW Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.2% in Q2 2026, buying an estimated $7.83K and bringing the position to 31,083 shares worth $648K. The position accounts for 0.11% of the portfolio, ranked #40.

Conrad Siegel Investment Advisors first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Conrad Siegel Investment Advisors held 31,083 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $648K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 375 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $7.83K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #40 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 2 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.