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

Drive 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	$1.32M	Sell	63,169 -232	-0.4%	-$4.84K	0.23%	74
2026 Q1	$1.33M	Sell	63,401 -11,332	-15%	-$239K	0.28%	67
2025 Q4	$1.58M	Sell	74,733 -6,950	-9%	-$147K	0.31%	62
2025 Q3	$1.73M	Sell	81,683 -117	-0.1%	-$2.46K	0.37%	61
2025 Q2	$1.72M	Sell	81,800 -1,417	-2%	-$29.3K	0.38%	62
2025 Q1	$1.73M	Buy	+83,217	New	+$1.71M	0.41%	55

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

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

Drive Wealth Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.37% in Q2 2026, selling an estimated $4.84K and leaving 63,169 shares worth $1.32M. The position accounts for 0.23% of the portfolio, ranked #74.

Drive Wealth Management first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.73M in Q3 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Drive Wealth Management held 63,169 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.32M as of Q2 2026.
Drive Wealth Management sold 232 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $4.84K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.23% of Drive Wealth Management's portfolio in Q2 2026, its #74 holding.
Drive Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Drive Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.73M in Q3 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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