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

IFP 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 		$2.86M Sell
137,046
-2,727
-2% -$56.9K 0.05% 390
2026
Q1 		$2.93M Buy
139,773
+17,287
+14% +$365K 0.06% 346
2025
Q4 		$2.59M Buy
122,486
+79,567
+185% +$1.69M 0.06% 350
2025
Q3 		$911K Sell
42,919
-5,758
-12% -$121K 0.02% 639
2025
Q2 		$1.02M Buy
48,677
+10,341
+27% +$214K 0.03% 569
2025
Q1 		$795K Buy
38,336
+8,343
+28% +$171K 0.02% 610
2024
Q4 		$610K Buy
29,993
+4,231
+16% +$87.5K 0.02% 666
2024
Q3 		$547K Buy
25,762
+11,023
+75% +$230K 0.02% 669
2024
Q2 		$299K Buy
14,739
+23
+0.2% +$464 0.01% 841
2024
Q1 		$302K Buy
14,716
+3,269
+29% +$66.8K 0.01% 800
2023
Q4 		$238K Buy
11,447
+9,681
+548% +$191K 0.01% 868
2023
Q3 		$34.2K Sell
1,766
-322
-15% -$6.41K ﹤0.01% 1718
2023
Q2 		$42.3K Buy
2,088
+2,026
+3,268% +$41.3K ﹤0.01% 1681
2023
Q1 		$1.55K Buy
+62
New +$1.26K ﹤0.01% 2973

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

IFP Advisors's IBDW Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2% in Q2 2026, selling an estimated $56.9K and leaving 137,046 shares worth $2.86M. The position accounts for 0.05% of the portfolio, ranked #390.

IFP Advisors first reported a position in IBDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.93M in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • IFP Advisors held 137,046 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.86M as of Q2 2026.
  • IFP Advisors sold 2,727 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $56.9K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #390 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • IFP Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.93M in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.