Kesler Norman & Wride’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Kesler Norman & Wride’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 Q1	$259K	Buy	12,381 +473	+4%	+$9.99K	0.04%	229
2025 Q4	$252K	Hold	11,908	–	–	0.04%	223
2025 Q3	$242K	Hold	11,908	–	–	0.05%	210
2025 Q2	$251K	Hold	11,908	–	–	0.04%	208
2025 Q1	$247K	Hold	11,908	–	–	0.05%	200
2024 Q4	$242K	Hold	11,908	–	–	0.05%	205
2024 Q3	$253K	Buy	+11,908	New	+$248K	0.05%	214

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kesler Norman & Wride's IBDW Position: Q1 2026 in Review

Kesler Norman & Wride increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4% in Q1 2026, buying an estimated $9.99K and bringing the position to 12,381 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #229.

Kesler Norman & Wride first reported a position in IBDW in Q3 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Kesler Norman & Wride held 12,381 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $259K as of Q1 2026.
Kesler Norman & Wride bought 473 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $9.99K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q1 2026, its #229 holding.
Kesler Norman & Wride first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.