OFS Enterprise’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

OFS Enterprise’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 Q3	$730K	Buy	+36,373	New	+$747K	0.19%	53

Other funds holding IBDW

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

BAM

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

OFS Enterprise's IBDW Position: Q3 2026 in Review

OFS Enterprise opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2026: 36,373 shares worth $730K. The stake represents 0.19% of the portfolio and ranks #53 among its holdings.

57 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

OFS Enterprise held 36,373 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $730K as of Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new OFS Enterprise position in Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.19% of OFS Enterprise's portfolio in Q3 2026, its #53 holding.
57 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on OFS Enterprise's 13F filing for Q3 2026, filed 16 Oct 2026.