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

Lee Financial’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	$417K	Hold	20,000	–	–	0.05%	120
2026 Q1	$419K	Hold	20,000	–	–	0.06%	111
2025 Q4	$423K	Hold	20,000	–	–	0.06%	107
2025 Q3	$424K	Hold	20,000	–	–	0.05%	123
2025 Q2	$421K	Hold	20,000	–	–	0.06%	102
2025 Q1	$415K	Hold	20,000	–	–	0.06%	105
2024 Q4	$407K	Hold	20,000	–	–	0.06%	125
2024 Q3	$424K	Hold	20,000	–	–	0.06%	122
2024 Q2	$406K	Hold	20,000	–	–	0.07%	107
2024 Q1	$410K	Buy	+20,000	New	+$409K	0.07%	106

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

Lee Financial's IBDW Position: Q2 2026 in Review

Lee Financial held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 20,000 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #120.

Lee Financial first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $424K in Q3 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Lee Financial held 20,000 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $417K as of Q2 2026.
Lee Financial left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Lee Financial's portfolio in Q2 2026, its #120 holding.
Lee Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Lee Financial's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $424K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.