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 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

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

Members Wealth's IBDW Position: Q2 2026 in Review

Members Wealth increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.7% in Q2 2026, buying an estimated $251K and bringing the position to 150,935 shares worth $3.15M. The position accounts for 1.72% of the portfolio, ranked #15.

Members Wealth first reported a position in IBDW in Q2 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Members Wealth held 150,935 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.15M as of Q2 2026.
Members Wealth bought 12,017 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $251K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.72% of Members Wealth's portfolio in Q2 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 7 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.