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 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 $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Larson Financial Group's IBDW Position: Q1 2026 in Review

Larson Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.6% in Q1 2026, buying an estimated $253 and bringing the position to 2,007 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Larson Financial Group first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. The position peaked at $70.2K in Q1 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Larson Financial Group held 2,007 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $42K as of Q1 2026.
Larson Financial Group bought 12 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $253.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1435 holding.
Larson Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
Larson Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $70.2K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.