Merit Financial Group
IBDW icon

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
Q3 		$1.39M Buy
69,519
+15,263
+28% +$313K 0.01% 968
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group's IBDW Position: Q3 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 28% in Q3 2026, buying an estimated $313K and bringing the position to 69,519 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #968.

Merit Financial Group first reported a position in IBDW in Q2 2025 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Merit Financial Group held 69,519 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.39M as of Q3 2026.
  • Merit Financial Group bought 15,263 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $313K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #968 holding.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.