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Lincoln Capital Corp’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Lincoln Capital Corp’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 		$247K Buy
11,829
+1,025
+9% +$21.4K 0.08% 92
2026
Q1 		$226K Sell
10,804
-1,059
-9% -$22.4K 0.08% 92
2025
Q4 		$251K Sell
11,863
-1,671
-12% -$35.4K 0.09% 77
2025
Q3 		$287K Sell
13,534
-1,070
-7% -$22.5K 0.1% 72
2025
Q2 		$307K Sell
14,604
-270
-2% -$5.58K 0.12% 68
2025
Q1 		$309K Buy
14,874
+2,121
+17% +$43.5K 0.13% 71
2024
Q4 		$260K Buy
+12,753
New +$264K 0.11% 77

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

Lincoln Capital Corp's IBDW Position: Q2 2026 in Review

Lincoln Capital Corp increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.5% in Q2 2026, buying an estimated $21.4K and bringing the position to 11,829 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #92.

Lincoln Capital Corp first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q1 2025. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Lincoln Capital Corp held 11,829 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $247K as of Q2 2026.
  • Lincoln Capital Corp bought 1,025 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $21.4K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of Lincoln Capital Corp's portfolio in Q2 2026, its #92 holding.
  • Lincoln Capital Corp first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Lincoln Capital Corp's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $309K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.