Glenview Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Glenview Trust’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	$8.96M	Buy	430,124 +36,897	+9%	+$770K	0.12%	124
2026 Q1	$8.23M	Buy	393,227 +90,800	+30%	+$1.92M	0.13%	126
2025 Q4	$6.4M	Buy	302,427 +59,151	+24%	+$1.25M	0.1%	140
2025 Q3	$5.16M	Buy	243,276 +44,140	+22%	+$930K	0.08%	152
2025 Q2	$4.19M	Buy	199,136 +32,000	+19%	+$661K	0.07%	166
2025 Q1	$3.47M	Buy	167,136 +17,372	+12%	+$356K	0.07%	167
2024 Q4	$3.05M	Buy	+149,764	New	+$3.1M	0.06%	174

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

Glenview Trust's IBDW Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.4% in Q2 2026, buying an estimated $770K and bringing the position to 430,124 shares worth $8.96M. The position accounts for 0.12% of the portfolio, ranked #124.

Glenview Trust first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Glenview Trust held 430,124 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.96M as of Q2 2026.
Glenview Trust bought 36,897 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $770K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.12% of Glenview Trust's portfolio in Q2 2026, its #124 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.