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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
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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDW Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 34,097 shares worth $711K. The position accounts for 0.3% of the portfolio, ranked #19.

Koesten Hirschmann & Crabtree first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 34,097 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $711K as of Q2 2026.
  • Koesten Hirschmann & Crabtree bought 1,095 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $22.8K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.3% of Koesten Hirschmann & Crabtree's portfolio in Q2 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 11 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.