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Frisch Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Frisch Financial Group’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
2025
Q3 		– Sell
-901,284
Closed -$19M – 161
2025
Q2 		$19M Buy
901,284
+109,417
+14% +$2.26M 4.64% 5
2025
Q1 		$16.4M Buy
+791,867
New +$16.3M 4.61% 4

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Frisch Financial Group's IBDW Position: Q3 2025 in Review

Frisch Financial Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2025, closing a stake of 901,284 shares — an estimated $19M sold.

Frisch Financial Group first reported a position in IBDW in Q1 2025 and held it in 2 quarters. The position peaked at $19M in Q2 2025. 232 funds tracked by Wall St. Rank hold IBDW as of Q3 2025.

  • Frisch Financial Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Frisch Financial Group sold 901,284 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2025, an estimated $19M.
  • Frisch Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • Frisch Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $19M in Q2 2025.
  • 232 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2025.

Based on Frisch Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.