InvesTrust
IBDW icon

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

InvesTrust’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
Q3 		$1.5M Buy
74,722
+42,301
+130% +$868K 0.61% 54
2026
Q2 		$676K Buy
+32,421
New +$676K 0.26% 76

Other funds holding IBDW

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

InvesTrust's IBDW Position: Q3 2026 in Review

InvesTrust increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 130% in Q3 2026, buying an estimated $868K and bringing the position to 74,722 shares worth $1.5M. The position accounts for 0.61% of the portfolio, ranked #54.

InvesTrust first reported a position in IBDW in Q2 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • InvesTrust held 74,722 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.5M as of Q3 2026.
  • InvesTrust bought 42,301 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $868K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.61% of InvesTrust's portfolio in Q3 2026, its #54 holding.
  • InvesTrust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.