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HB Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

HB Wealth Management’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
2025
Q2 		– Sell
-10,517
Closed -$218K – 1224
2025
Q1 		$218K Buy
+10,517
New +$216K ﹤0.01% 1110

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HB Wealth Management's IBDW Position: Q2 2025 in Review

HB Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2025, closing a stake of 10,517 shares — an estimated $218K sold.

HB Wealth Management first reported a position in IBDW in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 211 funds tracked by Wall St. Rank hold IBDW as of Q2 2025.

  • HB Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 10,517 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2025, an estimated $218K.
  • HB Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • HB Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $218K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.