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

OneDigital Investment 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	$3.86M	Sell	185,102 -28,454	-13%	-$594K	0.03%	361
2026 Q1	$4.47M	Buy	213,556 +2,445	+1%	+$51.6K	0.04%	298
2025 Q4	$4.46M	Buy	+211,111	New	+$4.47M	0.04%	288

Other funds holding IBDW

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

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

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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 $170M AUM 4.33% 1-Year Est. Return

OneDigital Investment Advisors's IBDW Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 13% in Q2 2026, selling an estimated $594K and leaving 185,102 shares worth $3.86M. The position accounts for 0.03% of the portfolio, ranked #361.

OneDigital Investment Advisors first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.47M in Q1 2026. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

OneDigital Investment Advisors held 185,102 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.86M as of Q2 2026.
OneDigital Investment Advisors sold 28,454 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $594K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #361 holding.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
OneDigital Investment Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.47M in Q1 2026.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.