MONECO Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

MONECO Advisors’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	-37,189	Closed	-$778K	–	609
2026 Q1	$778K	Buy	37,189 +4,688	+14%	+$99K	0.06%	239
2025 Q4	$687K	Buy	32,501 +4,809	+17%	+$102K	0.05%	249
2025 Q3	$588K	Hold	27,692	–	–	0.05%	272
2025 Q2	$583K	Hold	27,692	–	–	0.05%	265
2025 Q1	$575K	Buy	27,692 +4,825	+21%	+$99K	0.06%	253
2024 Q4	$465K	Hold	22,867	–	–	0.05%	292
2024 Q3	$485K	Buy	22,867 +4,800	+27%	+$100K	0.06%	261
2024 Q2	$367K	Hold	18,067	–	–	0.05%	279
2024 Q1	$370K	Hold	18,067	–	–	0.06%	280
2023 Q4	$375K	Hold	18,067	–	–	0.07%	252
2023 Q3	$350K	Hold	18,067	–	–	0.1%	228
2023 Q2	$366K	Hold	18,067	–	–	0.1%	220
2023 Q1	$373K	Buy	+18,067	New	+$369K	0.11%	207

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

MONECO Advisors's IBDW Position: Q2 2026 in Review

MONECO Advisors sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 37,189 shares — an estimated $778K sold.

MONECO Advisors first reported a position in IBDW in Q1 2023 and held it in 13 quarters. The position peaked at $778K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

MONECO Advisors reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
MONECO Advisors sold 37,189 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $778K.
MONECO Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and held it in 13 quarters.
MONECO Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $778K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.