Johnson Bixby & Associates
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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
Q3 		$239K Buy
11,926
+13
+0.1% +$267 0.03% 120
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% +$1.62K 0.03% 112
2023
Q4 		$202K Buy
+9,718
New +$191K 0.04% 106

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
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Johnson Bixby & Associates's IBDW Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.11% in Q3 2026, buying an estimated $267 and bringing the position to 11,926 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #120.

Johnson Bixby & Associates first reported a position in IBDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $248K in Q2 2026. 98 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Johnson Bixby & Associates held 11,926 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $239K as of Q3 2026.
  • Johnson Bixby & Associates bought 13 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $267.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Johnson Bixby & Associates's portfolio in Q3 2026, its #120 holding.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Johnson Bixby & Associates's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $248K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.