GDP
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Great Diamond Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Great Diamond Partners’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 		$800K Buy
38,383
+17,516
+84% +$365K 0.14% 138
2026
Q1 		$437K Buy
20,867
+6,410
+44% +$135K 0.08% 166
2025
Q4 		$306K Buy
+14,457
New +$306K 0.06% 193

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Great Diamond Partners's IBDW Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 84% in Q2 2026, buying an estimated $365K and bringing the position to 38,383 shares worth $800K. The position accounts for 0.14% of the portfolio, ranked #138.

Great Diamond Partners first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Great Diamond Partners held 38,383 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $800K as of Q2 2026.
  • Great Diamond Partners bought 17,516 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $365K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.14% of Great Diamond Partners's portfolio in Q2 2026, its #138 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.