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Harbor Investment Advisory’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Harbor Investment Advisory’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 		$547K Buy
26,240
+20,259
+339% +$423K 0.04% 288
2026
Q1 		$125K Buy
5,981
+2,916
+95% +$61.6K 0.01% 474
2025
Q4 		$64.8K Hold
3,065
– – ﹤0.01% 601
2025
Q3 		$65K Buy
3,065
+565
+23% +$11.9K 0.01% 586
2025
Q2 		$52.6K Hold
2,500
– – ﹤0.01% 624
2025
Q1 		$51.9K Hold
2,500
– – 0.01% 605
2024
Q4 		$50.9K Hold
2,500
– – ﹤0.01% 599
2024
Q3 		$53K Hold
2,500
– – 0.01% 582
2024
Q2 		$50.7K Buy
+2,500
New +$50.4K 0.01% 581

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

Harbor Investment Advisory's IBDW Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 339% in Q2 2026, buying an estimated $423K and bringing the position to 26,240 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #288.

Harbor Investment Advisory first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Harbor Investment Advisory held 26,240 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $547K as of Q2 2026.
  • Harbor Investment Advisory bought 20,259 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $423K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #288 holding.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.