Envestnet Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Envestnet Asset 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	$7.41M	Buy	355,795 +7,052	+2%	+$147K	﹤0.01%	2160
2026 Q1	$7.3M	Buy	348,743 +131,646	+61%	+$2.78M	﹤0.01%	2050
2025 Q4	$4.59M	Sell	217,097 -104,956	-33%	-$2.22M	﹤0.01%	2236
2025 Q3	$6.83M	Sell	322,053 -51,067	-14%	-$1.08M	﹤0.01%	2020
2025 Q2	$7.85M	Buy	373,120 +9,521	+3%	+$197K	﹤0.01%	1904
2025 Q1	$7.54M	Buy	363,599 +33,751	+10%	+$693K	﹤0.01%	1849
2024 Q4	$6.71M	Buy	329,848 +76,375	+30%	+$1.58M	﹤0.01%	1899
2024 Q3	$5.38M	Buy	253,473 +65,250	+35%	+$1.36M	﹤0.01%	2061
2024 Q2	$3.82M	Buy	188,223 +60,180	+47%	+$1.21M	﹤0.01%	2206
2024 Q1	$2.62M	Buy	128,043 +1,723	+1%	+$35.2K	﹤0.01%	2407
2023 Q4	$2.62M	Buy	126,320 +56,845	+82%	+$1.12M	﹤0.01%	2300
2023 Q3	$1.35M	Buy	+69,475	New	+$1.38M	﹤0.01%	2601
2022 Q4	–	Sell	-10,639	Closed	-$208K	–	3995
2022 Q3	$208K	Buy	10,639 +1,017	+11%	+$21.2K	﹤0.01%	3562
2022 Q2	$200K	Buy	+9,622	New	+$205K	﹤0.01%	3600

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

Envestnet Asset Management's IBDW Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2% in Q2 2026, buying an estimated $147K and bringing the position to 355,795 shares worth $7.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Envestnet Asset Management first reported a position in IBDW in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.85M in Q2 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Envestnet Asset Management held 355,795 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $7.41M as of Q2 2026.
Envestnet Asset Management bought 7,052 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $147K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2160 holding.
Envestnet Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 14 quarters since.
Envestnet Asset Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $7.85M in Q2 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.