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 Q2	$258K	Hold	12,381	–	–	0.04%	246
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 $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

Kesler Norman & Wride's IBDW Position: Q2 2026 in Review

Kesler Norman & Wride held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 12,381 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #246.

Kesler Norman & Wride first reported a position in IBDW in Q3 2024 and has held it in 8 quarters since. The position peaked at $259K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Kesler Norman & Wride held 12,381 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $258K as of Q2 2026.
Kesler Norman & Wride left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #246 holding.
Kesler Norman & Wride first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Kesler Norman & Wride's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $259K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.