Members Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Members Wealth’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	$3.54M	Buy	176,415 +25,480	+17%	+$523K	1.77%	15
2026 Q2	$3.15M	Buy	150,935 +12,017	+9%	+$251K	1.72%	15
2026 Q1	$2.92M	Buy	138,918 +97,039	+232%	+$2.05M	1.74%	15
2025 Q4	$887K	Buy	41,879 +7,826	+23%	+$166K	0.56%	35
2025 Q3	$722K	Buy	+34,053	New	+$717K	0.46%	44
2025 Q1	$379K	Hold	18,252	–	–	0.29%	65
2024 Q4	$371K	Buy	+18,252	New	+$377K	0.28%	68
2024 Q2	$400K	Buy	+19,238	New	+$388K	0.27%	65

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

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

Members Wealth's IBDW Position: Q3 2026 in Review

Members Wealth increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 17% in Q3 2026, buying an estimated $523K and bringing the position to 176,415 shares worth $3.54M. The position accounts for 1.77% of the portfolio, ranked #15.

Members Wealth first reported a position in IBDW in Q2 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Members Wealth held 176,415 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.54M as of Q3 2026.
Members Wealth bought 25,480 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $523K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.77% of Members Wealth's portfolio in Q3 2026, its #15 holding.
Members Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.