COWA LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

COWA LLC’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	$9.03M	Buy	433,167 +24,523	+6%	+$512K	2.26%	11
2026 Q1	$8.55M	Buy	408,644 +96,995	+31%	+$2.05M	2.31%	11
2025 Q4	$6.18M	Buy	311,649 +129,602	+71%	+$2.75M	1.88%	16
2025 Q3	$3.86M	Buy	182,047 +46,919	+35%	+$988K	1.28%	19
2025 Q2	$2.84M	Buy	135,128 +46,708	+53%	+$965K	1.08%	28
2025 Q1	$1.83M	Buy	88,420 +75,257	+572%	+$1.54M	0.78%	34
2024 Q4	$268K	Buy	+13,163	New	+$272K	0.12%	111

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

COWA LLC's IBDW Position: Q2 2026 in Review

COWA LLC increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6% in Q2 2026, buying an estimated $512K and bringing the position to 433,167 shares worth $9.03M. The position accounts for 2.26% of the portfolio, ranked #11.

COWA LLC first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

COWA LLC held 433,167 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $9.03M as of Q2 2026.
COWA LLC bought 24,523 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $512K.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.26% of COWA LLC's portfolio in Q2 2026, its #11 holding.
COWA LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.