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Miller Global Investments’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Miller Global Investments’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 		– Sell
-2,630
Closed -$55K – 300
2026
Q1 		$55K Buy
+2,630
New +$55.5K 0.05% 181

Other funds holding IBDW

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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Miller Global Investments's IBDW Position: Q2 2026 in Review

Miller Global Investments sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 2,630 shares — an estimated $55K sold.

Miller Global Investments first reported a position in IBDW in Q1 2026 and held it in 1 quarter. The position peaked at $55K in Q1 2026. 180 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Miller Global Investments reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Miller Global Investments sold 2,630 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $55K.
  • Miller Global Investments first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Miller Global Investments's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $55K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.