EW
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Evexia Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Evexia Wealth’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 		– Sell
-34,080
Closed -$716K – 78
2026
Q1 		$716K Buy
34,080
+4,902
+17% +$104K 0.2% 52
2025
Q4 		$619K Buy
+29,178
New +$618K 0.17% 56

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

Evexia Wealth's IBDW Position: Q2 2026 in Review

Evexia Wealth sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 34,080 shares — an estimated $716K sold.

Evexia Wealth first reported a position in IBDW in Q4 2025 and held it in 2 quarters. The position peaked at $716K in Q1 2026. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Evexia Wealth reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Evexia Wealth sold 34,080 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $716K.
  • Evexia Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Evexia Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $716K in Q1 2026.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.