IWS
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Intentional Wealth Strategies’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-5,998
Closed -$126K – 448
2026
Q1 		$126K Buy
+5,998
New +$127K 0.12% 85

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

Intentional Wealth Strategies's IBDW Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 5,998 shares — an estimated $126K sold.

Intentional Wealth Strategies first reported a position in IBDW in Q1 2026 and held it in 1 quarter. The position peaked at $126K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 5,998 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $126K.
  • Intentional Wealth Strategies first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $126K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.