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

LPL 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	$15.1M	Buy	724,949 +75,169	+12%	+$1.57M	﹤0.01%	1772
2026 Q1	$13.6M	Buy	649,780 +50,747	+8%	+$1.07M	﹤0.01%	1747
2025 Q4	$12.7M	Buy	599,033 +89,278	+18%	+$1.89M	﹤0.01%	1733
2025 Q3	$10.8M	Buy	509,755 +75,267	+17%	+$1.59M	﹤0.01%	1795
2025 Q2	$9.14M	Buy	434,488 +58,237	+15%	+$1.2M	﹤0.01%	1809
2025 Q1	$7.81M	Buy	376,251 +94,706	+34%	+$1.94M	﹤0.01%	1790
2024 Q4	$5.73M	Buy	281,545 +97,776	+53%	+$2.02M	﹤0.01%	1970
2024 Q3	$3.9M	Buy	183,769 +34,077	+23%	+$710K	﹤0.01%	2184
2024 Q2	$3.04M	Buy	149,692 +5,011	+3%	+$101K	﹤0.01%	2250
2024 Q1	$2.96M	Buy	144,681 +9,319	+7%	+$190K	﹤0.01%	2191
2023 Q4	$2.81M	Buy	135,362 +53,882	+66%	+$1.06M	﹤0.01%	2125
2023 Q3	$1.58M	Buy	81,480 +20,404	+33%	+$406K	﹤0.01%	2506
2023 Q2	$1.24M	Buy	61,076 +25,217	+70%	+$515K	﹤0.01%	2672
2023 Q1	$740K	Buy	35,859 +24,258	+209%	+$495K	﹤0.01%	3001
2022 Q4	$231K	Buy	+11,601	New	+$230K	﹤0.01%	3870

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

LPL Financial's IBDW Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q2 2026, buying an estimated $1.57M and bringing the position to 724,949 shares worth $15.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

LPL Financial first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

LPL Financial held 724,949 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $15.1M as of Q2 2026.
LPL Financial bought 75,169 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $1.57M.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1772 holding.
LPL Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.