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Hamel Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Hamel Associates’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
Q1 		$2.21M Buy
105,515
+20,560
+24% +$434K 0.63% 41
2025
Q4 		$1.8M Buy
+84,955
New +$1.8M 0.54% 44

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamel Associates's IBDW Position: Q1 2026 in Review

Hamel Associates increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 24% in Q1 2026, buying an estimated $434K and bringing the position to 105,515 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #41.

Hamel Associates first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Hamel Associates held 105,515 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.21M as of Q1 2026.
  • Hamel Associates bought 20,560 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $434K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.63% of Hamel Associates's portfolio in Q1 2026, its #41 holding.
  • Hamel Associates first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Hamel Associates's 13F filing for Q1 2026, filed 7 May 2026.