Koshinski Asset Management
IBDW icon

Koshinski Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Koshinski Asset Management’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 		$239K Buy
11,457
+1,271
+12% +$26.5K 0.01% 695
2026
Q1 		$213K Buy
10,186
+411
+4% +$8.68K 0.01% 690
2025
Q4 		$207K Buy
+9,775
New +$207K 0.01% 686

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

Koshinski Asset Management's IBDW Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q2 2026, buying an estimated $26.5K and bringing the position to 11,457 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #695.

Koshinski Asset Management first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Koshinski Asset Management held 11,457 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $239K as of Q2 2026.
  • Koshinski Asset Management bought 1,271 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $26.5K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #695 holding.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.