CWM
IBDW icon

Cornerstone Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cornerstone Wealth 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
Q2 		$324K Buy
15,546
+49
+0.3% +$1.02K 0.01% 588
2026
Q1 		$324K Hold
15,497
– – 0.02% 554
2025
Q4 		$328K Buy
+15,497
New +$328K 0.02% 522

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

Cornerstone Wealth Management's IBDW Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.32% in Q2 2026, buying an estimated $1.02K and bringing the position to 15,546 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #588.

Cornerstone Wealth Management first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Cornerstone Wealth Management held 15,546 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $324K as of Q2 2026.
  • Cornerstone Wealth Management bought 49 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $1.02K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $328K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.