Koesten Hirschmann & Crabtree
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Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Koesten Hirschmann & Crabtree’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 		$691K Buy
34,437
+340
+1% +$6.98K 0.29% 19
2026
Q2 		$711K Buy
34,097
+1,095
+3% +$22.8K 0.3% 19
2026
Q1 		$691K Buy
33,002
+225
+0.7% +$4.75K 0.34% 20
2025
Q4 		$693K Buy
32,777
+275
+0.8% +$5.83K 0.34% 18
2025
Q3 		$690K Buy
32,502
+215
+0.7% +$4.53K 0.33% 18
2025
Q2 		$679K Buy
32,287
+242
+0.8% +$5K 0.35% 18
2025
Q1 		$665K Buy
32,045
+210
+0.7% +$4.31K 0.38% 17
2024
Q4 		$648K Buy
31,835
+3,028
+11% +$62.6K 0.37% 18
2024
Q3 		$611K Buy
28,807
+550
+2% +$11.5K 0.36% 17
2024
Q2 		$579K Hold
28,257
– – 0.37% 17
2024
Q1 		$579K Hold
28,257
– – 0.37% 17
2023
Q4 		$587K Buy
+28,257
New +$556K 0.41% 18

Other funds holding IBDW

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDW Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1% in Q3 2026, buying an estimated $6.98K and bringing the position to 34,437 shares worth $691K. The position accounts for 0.29% of the portfolio, ranked #19.

Koesten Hirschmann & Crabtree first reported a position in IBDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $711K in Q2 2026. 98 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 34,437 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $691K as of Q3 2026.
  • Koesten Hirschmann & Crabtree bought 340 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $6.98K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.29% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #19 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $711K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.