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NWAM LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

NWAM LLC’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 		$236K Buy
11,309
+126
+1% +$2.63K 0.01% 636
2026
Q1 		$234K Buy
11,183
+80
+0.7% +$1.69K 0.01% 567
2025
Q4 		$235K Buy
11,103
+122
+1% +$2.59K 0.01% 560
2025
Q3 		$234K Buy
10,981
+121
+1% +$2.55K 0.01% 576
2025
Q2 		$227K Buy
+10,860
New +$224K 0.01% 566

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

NWAM LLC's IBDW Position: Q2 2026 in Review

NWAM LLC increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.1% in Q2 2026, buying an estimated $2.63K and bringing the position to 11,309 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #636.

NWAM LLC first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • NWAM LLC held 11,309 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $236K as of Q2 2026.
  • NWAM LLC bought 126 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.63K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #636 holding.
  • NWAM LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.