Hyposwiss Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Hyposwiss Advisors’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	$332K	Buy	15,935 +1,500	+10%	+$31.3K	0.31%	48
2026 Q1	$302K	Buy	14,435 +2,340	+19%	+$49.4K	0.3%	50
2025 Q4	$256K	Buy	+12,095	New	+$256K	0.25%	53

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

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

Hyposwiss Advisors's IBDW Position: Q2 2026 in Review

Hyposwiss Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 10% in Q2 2026, buying an estimated $31.3K and bringing the position to 15,935 shares worth $332K. The position accounts for 0.31% of the portfolio, ranked #48.

Hyposwiss Advisors first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Hyposwiss Advisors held 15,935 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $332K as of Q2 2026.
Hyposwiss Advisors bought 1,500 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $31.3K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.31% of Hyposwiss Advisors's portfolio in Q2 2026, its #48 holding.
Hyposwiss Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Hyposwiss Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.