Focus Partners Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Focus Partners 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	$1.4M	Buy	67,289 +34,236	+104%	+$714K	﹤0.01%	1499
2026 Q1	$692K	Buy	33,053 +472	+1%	+$9.97K	﹤0.01%	1777
2025 Q4	$689K	Hold	32,581	–	–	﹤0.01%	1802
2025 Q3	$691K	Hold	32,581	–	–	﹤0.01%	1448
2025 Q2	$686K	Buy	+32,581	New	+$673K	﹤0.01%	1290

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 $3.82B AUM 21.33% 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 $170M AUM 4.33% 1-Year Est. Return

Focus Partners Wealth's IBDW Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 104% in Q2 2026, buying an estimated $714K and bringing the position to 67,289 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Focus Partners Wealth first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Focus Partners Wealth held 67,289 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.4M as of Q2 2026.
Focus Partners Wealth bought 34,236 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $714K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1499 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.