Houlihan Financial Resource Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Houlihan Financial Resource 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 Q1	$3.49M	Buy	166,946 +14,771	+10%	+$312K	1.36%	25
2025 Q4	$3.22M	Buy	152,175 +130,800	+612%	+$2.77M	1.23%	28
2025 Q3	$454K	Buy	21,375 +4,825	+29%	+$102K	0.4%	52
2025 Q2	$347K	Buy	+16,550	New	+$342K	0.14%	86

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 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 $3.6B AUM 30.03% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Houlihan Financial Resource Group's IBDW Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.7% in Q1 2026, buying an estimated $312K and bringing the position to 166,946 shares worth $3.49M. The position accounts for 1.36% of the portfolio, ranked #25.

Houlihan Financial Resource Group first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Houlihan Financial Resource Group held 166,946 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.49M as of Q1 2026.
Houlihan Financial Resource Group bought 14,771 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $312K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.36% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #25 holding.
Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.