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Journey Advisory Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Journey Advisory Group’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 		$246K Hold
11,800
– – 0.02% 254
2026
Q1 		$247K Hold
11,800
– – 0.02% 228
2025
Q4 		$250K Buy
+11,800
New +$250K 0.02% 241
2025
Q3 		– Sell
-11,400
Closed -$240K – 278
2025
Q2 		$240K Buy
+11,400
New +$235K 0.02% 262

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 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

Journey Advisory Group's IBDW Position: Q2 2026 in Review

Journey Advisory Group held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 11,800 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #254.

Journey Advisory Group first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 225 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Journey Advisory Group held 11,800 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $246K as of Q2 2026.
  • Journey Advisory Group left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #254 holding.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Journey Advisory Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $250K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.