Neuberger Berman Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Neuberger Berman Group’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	$3.4M	Hold	163,040	–	–	﹤0.01%	1128
2026 Q1	$3.41M	Sell	163,040 -1,250	-0.8%	-$26.4K	﹤0.01%	1049
2025 Q4	$3.47M	Buy	164,290 +685	+0.4%	+$14.5K	﹤0.01%	1046
2025 Q3	$3.47M	Buy	163,605 +19,897	+14%	+$419K	﹤0.01%	1042
2025 Q2	$3.02M	Buy	143,708 +2,315	+2%	+$47.8K	﹤0.01%	1073
2025 Q1	$2.93M	Hold	141,393	–	–	﹤0.01%	1040
2024 Q4	$2.88M	Hold	141,393	–	–	﹤0.01%	1064
2024 Q3	$3M	Buy	141,393 +5,285	+4%	+$110K	﹤0.01%	1045
2024 Q2	$2.76M	Buy	136,108 +593	+0.4%	+$12K	﹤0.01%	1041
2024 Q1	$2.78M	Buy	+135,515	New	+$2.77M	﹤0.01%	1050

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

Neuberger Berman Group's IBDW Position: Q2 2026 in Review

Neuberger Berman Group held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 163,040 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Neuberger Berman Group first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.47M in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Neuberger Berman Group held 163,040 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.4M as of Q2 2026.
Neuberger Berman Group left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1128 holding.
Neuberger Berman Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Neuberger Berman Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $3.47M in Q4 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.