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 Q3	$41K	Buy	2,046 +19	+0.9%	+$390	﹤0.01%	1705
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Larson Financial Group's IBDW Position: Q3 2026 in Review

Larson Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.94% in Q3 2026, buying an estimated $390 and bringing the position to 2,046 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Larson Financial Group first reported a position in IBDW in Q1 2025 and has held it in 7 quarters since. The position peaked at $70.2K in Q1 2025. 203 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Larson Financial Group held 2,046 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $41K as of Q3 2026.
Larson Financial Group bought 19 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $390.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1705 holding.
Larson Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Larson Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $70.2K in Q1 2025.
203 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.