Keeler Thomas Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Keeler Thomas Management’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	–	Sell	-15,650	Closed	-$328K	–	142
2026 Q1	$328K	Sell	15,650 -209,127	-93%	-$4.42M	0.14%	103
2025 Q4	$4.75M	Sell	224,777 -209	-0.1%	-$4.43K	2.27%	11
2025 Q3	$4.77M	Buy	224,986 +2,870	+1%	+$60.4K	1.95%	14
2025 Q2	$4.67M	Sell	222,116 -4,132	-2%	-$85.3K	2.01%	13
2025 Q1	$4.69M	Sell	226,248 -59,231	-21%	-$1.22M	2.3%	14
2024 Q4	$5.81M	Sell	285,479 -2,134	-0.7%	-$44.1K	2.07%	16
2024 Q3	$6.1M	Buy	287,613 +3,883	+1%	+$80.9K	1.93%	19
2024 Q2	$5.76M	Buy	283,730 +11,022	+4%	+$222K	1.96%	17
2024 Q1	$5.6M	Buy	272,708 +249,561	+1,078%	+$5.1M	1.92%	16
2023 Q4	$481K	Buy	+23,147	New	+$456K	0.19%	60

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

Keeler Thomas Management's IBDW Position: Q2 2026 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 15,650 shares — an estimated $328K sold.

Keeler Thomas Management first reported a position in IBDW in Q4 2023 and held it in 10 quarters. The position peaked at $6.1M in Q3 2024. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Keeler Thomas Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Keeler Thomas Management sold 15,650 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $328K.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and held it in 10 quarters.
Keeler Thomas Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $6.1M in Q3 2024.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.