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

MinichMacGregor Wealth Management’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	$245K	Hold	12,206	–	–	0.04%	134
2026 Q2	$254K	Hold	12,206	–	–	0.04%	128
2026 Q1	$255K	Hold	12,206	–	–	0.05%	109
2025 Q4	$258K	Hold	12,206	–	–	0.05%	114
2025 Q3	$259K	Hold	12,206	–	–	0.05%	121
2025 Q2	$257K	Hold	12,206	–	–	0.05%	106
2025 Q1	$253K	Buy	+12,206	New	+$250K	0.06%	109

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

MinichMacGregor Wealth Management's IBDW Position: Q3 2026 in Review

MinichMacGregor Wealth Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q3 2026 at 12,206 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #134.

MinichMacGregor Wealth Management first reported a position in IBDW in Q1 2025 and has held it in 7 quarters since. The position peaked at $259K in Q3 2025. 135 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

MinichMacGregor Wealth Management held 12,206 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $245K as of Q3 2026.
MinichMacGregor Wealth Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #134 holding.
MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
MinichMacGregor Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $259K in Q3 2025.
135 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.