MFG
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Merit Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Merit Financial Group’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 		$1.13M Buy
54,256
+14,293
+36% +$298K 0.01% 1026
2026
Q1 		$836K Buy
39,963
+5,538
+16% +$117K 0.01% 1075
2025
Q4 		$728K Buy
34,425
+6,070
+21% +$129K 0.01% 1085
2025
Q3 		$602K Buy
28,355
+3,447
+14% +$72.6K 0.01% 1073
2025
Q2 		$524K Buy
+24,908
New +$514K 0.01% 1081

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

Merit Financial Group's IBDW Position: Q2 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 36% in Q2 2026, buying an estimated $298K and bringing the position to 54,256 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1026.

Merit Financial Group first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Merit Financial Group held 54,256 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.13M as of Q2 2026.
  • Merit Financial Group bought 14,293 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $298K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1026 holding.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.