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Focused Alpha LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Focused Alpha LLC’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 		$288K Buy
13,823
+210
+2% +$4.38K 0.07% 228
2026
Q1 		$285K Buy
+13,613
New +$287K 0.09% 220

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

Focused Alpha LLC's IBDW Position: Q2 2026 in Review

Focused Alpha LLC increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.5% in Q2 2026, buying an estimated $4.38K and bringing the position to 13,823 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #228.

Focused Alpha LLC first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Focused Alpha LLC held 13,823 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $288K as of Q2 2026.
  • Focused Alpha LLC bought 210 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $4.38K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Focused Alpha LLC's portfolio in Q2 2026, its #228 holding.
  • Focused Alpha LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.