Little House Capital’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Little House Capital’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 Q1	$911K	Sell	43,544 -7,423	-15%	-$157K	0.24%	85
2025 Q4	$1.08M	Sell	50,967 -4,746	-9%	-$101K	0.27%	80
2025 Q3	$1.18M	Buy	55,713 +1,059	+2%	+$22.3K	0.27%	77
2025 Q2	$1.15M	Buy	54,654 +152	+0.3%	+$3.14K	0.29%	78
2025 Q1	$1.13M	Buy	54,502 +1,593	+3%	+$32.7K	0.31%	77
2024 Q4	$1.08M	Sell	52,909 -5,776	-10%	-$119K	0.31%	64
2024 Q3	$1.25M	Buy	58,685 +1,959	+3%	+$40.8K	0.36%	64
2024 Q2	$1.15M	Buy	56,726 +6,910	+14%	+$139K	0.36%	64
2024 Q1	$1.02M	Sell	49,816 -8,129	-14%	-$166K	0.34%	74
2023 Q4	$1.2M	Sell	57,945 -534	-0.9%	-$10.5K	0.44%	65
2023 Q3	$1.13M	Buy	58,479 +7,647	+15%	+$152K	0.47%	64
2023 Q2	$1.03M	Buy	50,832 +2,944	+6%	+$60.1K	0.44%	66
2023 Q1	$988K	Buy	47,888 +2,712	+6%	+$55.3K	0.47%	65
2022 Q4	$899K	Buy	45,176 +5,609	+14%	+$111K	0.44%	60
2022 Q3	$772K	Buy	39,567 +3,247	+9%	+$67.6K	0.41%	64
2022 Q2	$756K	Buy	36,320 +15,203	+72%	+$324K	0.41%	69
2022 Q1	$480K	Buy	+21,117	New	+$497K	0.25%	99

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Little House Capital's IBDW Position: Q1 2026 in Review

Little House Capital reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 15% in Q1 2026, selling an estimated $157K and leaving 43,544 shares worth $911K. The position accounts for 0.24% of the portfolio, ranked #85.

Little House Capital first reported a position in IBDW in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Little House Capital held 43,544 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $911K as of Q1 2026.
Little House Capital sold 7,423 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $157K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.24% of Little House Capital's portfolio in Q1 2026, its #85 holding.
Little House Capital first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2022 and has held it in 17 quarters since.
Little House Capital's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.25M in Q3 2024.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.