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 Q3	$401K	Hold	20,000	–	–	0.05%	118
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

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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Lee Financial's IBDW Position: Q3 2026 in Review

Lee Financial held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q3 2026 at 20,000 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #118.

Lee Financial first reported a position in IBDW in Q1 2024 and has held it in 11 quarters since. The position peaked at $424K in Q3 2025. 91 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Lee Financial held 20,000 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $401K as of Q3 2026.
Lee Financial left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Lee Financial's portfolio in Q3 2026, its #118 holding.
Lee Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
Lee Financial's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $424K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.