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Jefferson Bridge Capital’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Jefferson Bridge Capital’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 		$984K Buy
47,210
+5,472
+13% +$114K 0.85% 39
2026
Q1 		$874K Buy
41,738
+6,957
+20% +$147K 0.87% 38
2025
Q4 		$736K Buy
+34,781
New +$737K 0.74% 42

Other funds holding IBDW

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $103B AUM 28.65% 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

Jefferson Bridge Capital's IBDW Position: Q2 2026 in Review

Jefferson Bridge Capital increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 47,210 shares worth $984K. The position accounts for 0.85% of the portfolio, ranked #39.

Jefferson Bridge Capital first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Jefferson Bridge Capital held 47,210 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $984K as of Q2 2026.
  • Jefferson Bridge Capital bought 5,472 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $114K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.85% of Jefferson Bridge Capital's portfolio in Q2 2026, its #39 holding.
  • Jefferson Bridge Capital first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.