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Gryphon Financial Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Gryphon Financial 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 		$448K Sell
21,514
-1,144
-5% -$23.9K 0.04% 246
2026
Q1 		$474K Hold
22,658
– – 0.05% 222
2025
Q4 		$479K Sell
22,658
-65
-0.3% -$1.38K 0.05% 212
2025
Q3 		$482K Sell
22,723
-479
-2% -$10.1K 0.06% 201
2025
Q2 		$488K Buy
+23,202
New +$479K 0.06% 187

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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 $3.82B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Gryphon Financial Partners's IBDW Position: Q2 2026 in Review

Gryphon Financial Partners reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5% in Q2 2026, selling an estimated $23.9K and leaving 21,514 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #246.

Gryphon Financial Partners first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $488K in Q2 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Gryphon Financial Partners held 21,514 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $448K as of Q2 2026.
  • Gryphon Financial Partners sold 1,144 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $23.9K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Gryphon Financial Partners's portfolio in Q2 2026, its #246 holding.
  • Gryphon Financial Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Gryphon Financial Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $488K in Q2 2025.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.