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

Motley Fool 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 Q2	–	Sell	-364,416	Closed	-$7.63M	–	63
2026 Q1	$7.63M	Sell	364,416 -118,308	-25%	-$2.5M	0.86%	37
2025 Q4	$10.2M	Sell	482,724 -65,361	-12%	-$1.39M	0.79%	41
2025 Q3	$11.6M	Sell	548,085 -36,584	-6%	-$771K	0.79%	42
2025 Q2	$12.3M	Sell	584,669 -61,951	-10%	-$1.28M	0.74%	40
2025 Q1	$13.4M	Sell	646,620 -32,803	-5%	-$673K	0.79%	37
2024 Q4	$13.8M	Buy	+679,423	New	+$14M	0.71%	48

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

Motley Fool Wealth Management's IBDW Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 364,416 shares — an estimated $7.63M sold.

Motley Fool Wealth Management first reported a position in IBDW in Q4 2024 and held it in 6 quarters. The position peaked at $13.8M in Q4 2024. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Motley Fool Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 364,416 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $7.63M.
Motley Fool Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
Motley Fool Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $13.8M in Q4 2024.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.