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

NewEdge 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	$25.2M	Buy	1,210,400 +40,063	+3%	+$836K	0.08%	255
2026 Q1	$24.5M	Sell	1,170,337 -25,509	-2%	-$539K	0.09%	226
2025 Q4	$25.3M	Buy	1,195,846 +59,126	+5%	+$1.25M	0.09%	207
2025 Q3	$24.1M	Buy	1,136,720 +262,710	+30%	+$5.53M	0.11%	182
2025 Q2	$18.4M	Sell	874,010 -71,727	-8%	-$1.48M	0.09%	223
2025 Q1	$19.6M	Sell	945,737 -17,461	-2%	-$358K	0.12%	181
2024 Q4	$19.6M	Buy	963,198 +40,864	+4%	+$845K	0.12%	174
2024 Q3	$19.6M	Sell	922,334 -188,887	-17%	-$3.94M	0.13%	176
2024 Q2	$22.5M	Sell	1,111,221 -45,032	-4%	-$909K	0.16%	123
2024 Q1	$23.7M	Buy	1,156,253 +67,012	+6%	+$1.37M	0.21%	107
2023 Q4	$22.5M	Sell	1,089,241 -201,710	-16%	-$3.97M	0.21%	108
2023 Q3	$25M	Buy	1,290,951 +355,890	+38%	+$7.08M	0.28%	91
2023 Q2	$19M	Buy	935,061 +910,728	+3,743%	+$18.6M	0.21%	112
2023 Q1	$502K	Sell	24,333 -156	-0.6%	-$3.18K	0.01%	1113
2022 Q4	$487	Buy	+24,489	New	+$485K	﹤0.01%	3174

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

NewEdge Advisors's IBDW Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.4% in Q2 2026, buying an estimated $836K and bringing the position to 1,210,400 shares worth $25.2M. The position accounts for 0.08% of the portfolio, ranked #255.

NewEdge Advisors first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.3M in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

NewEdge Advisors held 1,210,400 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $25.2M as of Q2 2026.
NewEdge Advisors bought 40,063 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $836K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of NewEdge Advisors's portfolio in Q2 2026, its #255 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $25.3M in Q4 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.