Larson Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Larson Financial Group’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	$42.2K	Buy	2,027 +20	+1%	+$417	﹤0.01%	1593
2026 Q1	$42K	Buy	2,007 +12	+0.6%	+$253	﹤0.01%	1435
2025 Q4	$42.2K	Sell	1,995 -169	-8%	-$3.58K	﹤0.01%	1318
2025 Q3	$45.9K	Buy	2,164 +2	+0.1%	+$42	﹤0.01%	1196
2025 Q2	$45.5K	Sell	2,162 -1,223	-36%	-$25.3K	﹤0.01%	1108
2025 Q1	$70.2K	Buy	+3,385	New	+$69.5K	﹤0.01%	895

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

Larson Financial Group's IBDW Position: Q2 2026 in Review

Larson Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1% in Q2 2026, buying an estimated $417 and bringing the position to 2,027 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Larson Financial Group first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $70.2K in Q1 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Larson Financial Group held 2,027 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $42.2K as of Q2 2026.
Larson Financial Group bought 20 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $417.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1593 holding.
Larson Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $70.2K in Q1 2025.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.