Fidelity Investments’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Fidelity Investments’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	$29.3K	Buy	1,406 +419	+42%	+$8.74K	﹤0.01%	4531
2026 Q1	$20.7K	Sell	987 -3,364	-77%	-$71K	﹤0.01%	4500
2025 Q4	$92K	Buy	+4,351	New	+$92.2K	﹤0.01%	3795
2023 Q2	–	Sell	-22	Closed	-$454	–	5483
2023 Q1	$454	Buy	+22	New	+$449	﹤0.01%	4810

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

Fidelity Investments's IBDW Position: Q2 2026 in Review

Fidelity Investments increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 42% in Q2 2026, buying an estimated $8.74K and bringing the position to 1,406 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4531.

Fidelity Investments first reported a position in IBDW in Q1 2023 and has held it in 4 quarters since. The position peaked at $92K in Q4 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Fidelity Investments held 1,406 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $29.3K as of Q2 2026.
Fidelity Investments bought 419 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $8.74K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4531 holding.
Fidelity Investments first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 4 quarters since.
Fidelity Investments's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $92K in Q4 2025.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.