PFG Private Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

PFG Private 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 Q3	$12.3M	Buy	615,440 +36,445	+6%	+$748K	5.23%	9
2026 Q2	$12.1M	Sell	578,995 -50,512	-8%	-$1.05M	5.23%	8
2026 Q1	$13.2M	Buy	629,507 +29,735	+5%	+$628K	5.59%	8
2025 Q4	$12.7M	Buy	+599,772	New	+$12.7M	5.55%	6
2025 Q3	–	Sell	-515,066	Closed	-$10.8M	–	132
2025 Q2	$10.8M	Buy	515,066 +12,254	+2%	+$253K	5.58%	6
2025 Q1	$10.4M	Buy	502,812 +494,495	+5,946%	+$10.1M	5.64%	6
2024 Q4	$169K	Hold	8,317	–	–	0.1%	58
2024 Q3	$176K	Sell	8,317 -2,802	-25%	-$58.4K	0.1%	60
2024 Q2	$226K	Sell	11,119 -9	-0.1%	-$182	0.14%	45
2024 Q1	$228K	Sell	11,128 -261,720	-96%	-$5.35M	0.14%	45
2023 Q4	$5.67M	Buy	+272,848	New	+$5.37M	3.81%	13

Other funds holding IBDW

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

PFG Private Wealth Management's IBDW Position: Q3 2026 in Review

PFG Private Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.3% in Q3 2026, buying an estimated $748K and bringing the position to 615,440 shares worth $12.3M. The position accounts for 5.23% of the portfolio, ranked #9.

PFG Private Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q1 2026. 201 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

PFG Private Wealth Management held 615,440 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $12.3M as of Q3 2026.
PFG Private Wealth Management bought 36,445 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $748K.
iShares iBonds Dec 2031 Term Corporate ETF made up 5.23% of PFG Private Wealth Management's portfolio in Q3 2026, its #9 holding.
PFG Private 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.
PFG Private Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $13.2M in Q1 2026.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.