Klingman & Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Klingman & 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	$38.1M	Buy	1,898,606 +132,042	+7%	+$2.71M	1.58%	16
2026 Q2	$36.8M	Buy	1,766,564 +66,766	+4%	+$1.39M	1.57%	16
2026 Q1	$35.6M	Buy	1,699,798 +119,450	+8%	+$2.52M	1.7%	15
2025 Q4	$33.4M	Buy	1,580,348 +160,425	+11%	+$3.4M	1.61%	16
2025 Q3	$30.1M	Buy	1,419,923 +108,483	+8%	+$2.28M	1.52%	19
2025 Q2	$27.6M	Buy	1,311,440 +29,159	+2%	+$602K	1.52%	20
2025 Q1	$26.6M	Buy	1,282,281 +257,981	+25%	+$5.29M	1.63%	20
2024 Q4	$20.8M	Buy	1,024,300 +250,280	+32%	+$5.18M	1.28%	25
2024 Q3	$16.4M	Buy	774,020 +115,353	+18%	+$2.4M	1.02%	27
2024 Q2	$13.4M	Buy	658,667 +94,010	+17%	+$1.9M	0.9%	29
2024 Q1	$11.6M	Buy	564,657 +145,395	+35%	+$2.97M	0.8%	30
2023 Q4	$8.71M	Buy	419,262 +246,874	+143%	+$4.86M	0.64%	33
2023 Q3	$3.34M	Buy	172,388 +88,924	+107%	+$1.77M	0.27%	45
2023 Q2	$1.69M	Buy	+83,464	New	+$1.7M	0.14%	66

Other funds holding IBDW

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

Klingman & Associates's IBDW Position: Q3 2026 in Review

Klingman & Associates increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.5% in Q3 2026, buying an estimated $2.71M and bringing the position to 1,898,606 shares worth $38.1M. The position accounts for 1.58% of the portfolio, ranked #16.

Klingman & Associates first reported a position in IBDW in Q2 2023 and has held it in 14 quarters since. 75 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Klingman & Associates held 1,898,606 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $38.1M as of Q3 2026.
Klingman & Associates bought 132,042 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $2.71M.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.58% of Klingman & Associates's portfolio in Q3 2026, its #16 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.