Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Paradigm Strategies in Wealth Management’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	$1.2M	Sell	57,443 -2,621	-4%	-$54.7K	0.73%	25
2026 Q1	$1.26M	Sell	60,064 -2,545	-4%	-$53.7K	0.85%	22
2025 Q4	$1.32M	Sell	62,609 -7,397	-11%	-$157K	0.87%	21
2025 Q3	$1.49M	Buy	70,006 +3,279	+5%	+$69.1K	0.95%	19
2025 Q2	$1.4M	Sell	66,727 -1,519	-2%	-$31.4K	0.92%	22
2025 Q1	$1.42M	Buy	68,246 +3,692	+6%	+$75.8K	0.95%	21
2024 Q4	$1.31M	Sell	64,554 -11,396	-15%	-$236K	0.87%	20
2024 Q3	$1.61M	Buy	75,950 +12,735	+20%	+$265K	1.01%	20
2024 Q2	$1.28M	Buy	63,215 +9,571	+18%	+$193K	0.79%	20
2024 Q1	$1.1M	Buy	53,644 +42,837	+396%	+$876K	0.68%	20
2023 Q4	$224K	Buy	+10,807	New	+$213K	0.15%	42

Other funds holding IBDW

CAI

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

BAM

Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDW Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.4% in Q2 2026, selling an estimated $54.7K and leaving 57,443 shares worth $1.2M. The position accounts for 0.73% of the portfolio, ranked #25.

Paradigm Strategies in Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2024. 90 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Paradigm Strategies in Wealth Management held 57,443 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.2M as of Q2 2026.
Paradigm Strategies in Wealth Management sold 2,621 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $54.7K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.73% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #25 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.61M in Q3 2024.
90 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.