BFC Planning, Inc.’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

BFC Planning, Inc.’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	$1.63M	Buy	78,034 +6,614	+9%	+$138K	0.07%	283
2026 Q1	$1.49M	Buy	71,420 +9,481	+15%	+$200K	0.07%	280
2025 Q4	$1.31M	Buy	61,939 +7,121	+13%	+$151K	0.06%	305
2025 Q3	$1.16M	Buy	54,818 +8,225	+18%	+$173K	0.08%	205
2025 Q2	$980K	Buy	46,593 +9,756	+26%	+$201K	0.08%	226
2025 Q1	$764K	Buy	36,837 +1,489	+4%	+$30.6K	0.07%	251
2024 Q4	$719K	Buy	+35,348	New	+$731K	0.06%	264

Other funds holding IBDW

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

BFC Planning, Inc.'s IBDW Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.3% in Q2 2026, buying an estimated $138K and bringing the position to 78,034 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #283.

BFC Planning, Inc. first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

BFC Planning, Inc. held 78,034 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.63M as of Q2 2026.
BFC Planning, Inc. bought 6,614 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $138K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #283 holding.
BFC Planning, Inc. first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.