Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.03M	Buy	97,590 +19,800	+25%	+$413K	0.2%	86
2026 Q1	$1.63M	Buy	77,790 +15,285	+24%	+$323K	0.16%	94
2025 Q4	$1.32M	Buy	62,505 +25,955	+71%	+$550K	0.17%	102
2025 Q3	$776K	Buy	36,550 +13,150	+56%	+$277K	0.11%	123
2025 Q2	$492K	Buy	23,400 +12,700	+119%	+$262K	0.07%	134
2025 Q1	$222K	Buy	10,700 +6,800	+174%	+$140K	0.03%	172
2024 Q4	$79.4K	Buy	+3,900	New	+$80.6K	0.01%	259

Other funds holding IBDW

SVWA

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

WPW

Winthrop Partners - WNY Buffalo, New York $202M AUM

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBDW Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 25% in Q2 2026, buying an estimated $413K and bringing the position to 97,590 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #86.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 97,590 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.03M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 19,800 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $413K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.2% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #86 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.