Johnson Bixby & Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Johnson Bixby & Associates’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	$248K	Buy	11,913 +98	+0.8%	+$2.04K	0.03%	118
2026 Q1	$247K	Buy	11,815 +90	+0.8%	+$1.9K	0.03%	115
2025 Q4	$248K	Buy	11,725 +1,177	+11%	+$24.9K	0.03%	106
2025 Q3	$224K	Buy	10,548 +125	+1%	+$2.63K	0.03%	114
2025 Q2	$219K	Buy	10,423 +128	+1%	+$2.64K	0.03%	113
2025 Q1	$214K	Buy	10,295 +84	+0.8%	+$1.72K	0.03%	109
2024 Q4	$208K	Buy	10,211 +166	+2%	+$3.43K	0.03%	113
2024 Q3	$213K	Buy	10,045 +123	+1%	+$2.56K	0.03%	105
2024 Q2	$201K	Buy	9,922 +125	+1%	+$2.52K	0.03%	108
2024 Q1	$201K	Buy	9,797 +79	+0.8%	+$1.61K	0.03%	112
2023 Q4	$202K	Buy	+9,718	New	+$191K	0.04%	106

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Johnson Bixby & Associates's IBDW Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.83% in Q2 2026, buying an estimated $2.04K and bringing the position to 11,913 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #118.

Johnson Bixby & Associates first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Johnson Bixby & Associates held 11,913 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $248K as of Q2 2026.
Johnson Bixby & Associates bought 98 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.04K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Johnson Bixby & Associates's portfolio in Q2 2026, its #118 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.