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

Nestegg 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
-26,973
Closed -$565K – 55
2026
Q1 		$565K Buy
26,973
+196
+0.7% +$4.14K 0.5% 25
2025
Q4 		$566K Buy
26,777
+397
+2% +$8.41K 0.48% 25
2025
Q3 		$560K Buy
+26,380
New +$556K 0.5% 26

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Nestegg Advisors's IBDW Position: Q2 2026 in Review

Nestegg Advisors sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 26,973 shares — an estimated $565K sold.

Nestegg Advisors first reported a position in IBDW in Q3 2025 and held it in 3 quarters. The position peaked at $566K in Q4 2025. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Nestegg Advisors reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Nestegg Advisors sold 26,973 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $565K.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Nestegg Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $566K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.