Phillips Financial Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Phillips Financial 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 Q1	$26.7K	Hold	1,274	–	–	﹤0.01%	254
2025 Q4	$26.9K	Hold	1,274	–	–	﹤0.01%	265
2025 Q3	$27K	Hold	1,274	–	–	﹤0.01%	271
2025 Q2	$26.8K	Hold	1,274	–	–	﹤0.01%	240
2025 Q1	$26.4K	Hold	1,274	–	–	﹤0.01%	231
2024 Q4	$25.9K	Hold	1,274	–	–	﹤0.01%	225
2024 Q3	$27K	Hold	1,274	–	–	﹤0.01%	234
2024 Q2	$25.8K	Buy	+1,274	New	+$25.7K	﹤0.01%	232

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phillips Financial Management's IBDW Position: Q1 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 1,274 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Phillips Financial Management first reported a position in IBDW in Q2 2024 and has held it in 8 quarters since. The position peaked at $27K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Phillips Financial Management held 1,274 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $26.7K as of Q1 2026.
Phillips Financial Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #254 holding.
Phillips Financial Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Phillips Financial Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $27K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.