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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
Q2 		$676K Buy
+32,421
New +$677K 0.26% 76

Other funds holding IBDW

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

InvesTrust's IBDW Position: Q2 2026 in Review

InvesTrust opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 32,421 shares worth $676K. The stake represents 0.26% of the portfolio and ranks #76 among its holdings.

153 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • InvesTrust held 32,421 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $676K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF was a new InvesTrust position in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.26% of InvesTrust's portfolio in Q2 2026, its #76 holding.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.