GMFG
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Greater Midwest Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Greater Midwest 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
2026
Q2 		$430K Buy
20,615
+198
+1% +$4.13K 0.21% 41
2026
Q1 		$427K Buy
20,417
+706
+4% +$14.9K 0.23% 41
2025
Q4 		$417K Sell
19,711
-137
-0.7% -$2.9K 0.23% 43
2025
Q3 		$421K Sell
19,848
-125
-0.6% -$2.63K 0.27% 39
2025
Q2 		$420K Sell
19,973
-1,521
-7% -$31.4K 0.32% 38
2025
Q1 		$446K Sell
21,494
-3,315
-13% -$68K 0.31% 37
2024
Q4 		$505K Sell
24,809
-3,940
-14% -$81.5K 0.32% 37
2024
Q3 		$610K Sell
28,749
-608
-2% -$12.7K 0.36% 41
2024
Q2 		$615K Sell
29,357
-2,899
-9% -$58.5K 0.39% 37
2024
Q1 		$661K Sell
32,256
-401,968
-93% -$8.22M 0.41% 36
2023
Q4 		$9.02M Buy
+434,224
New +$8.55M 6.14% 7

Other funds holding IBDW

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 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
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Greater Midwest Financial Group's IBDW Position: Q2 2026 in Review

Greater Midwest Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.97% in Q2 2026, buying an estimated $4.13K and bringing the position to 20,615 shares worth $430K. The position accounts for 0.21% of the portfolio, ranked #41.

Greater Midwest Financial Group first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.02M in Q4 2023. 103 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Greater Midwest Financial Group held 20,615 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $430K as of Q2 2026.
  • Greater Midwest Financial Group bought 198 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $4.13K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.21% of Greater Midwest Financial Group's portfolio in Q2 2026, its #41 holding.
  • Greater Midwest Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $9.02M in Q4 2023.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.