Pioneer Family Office’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Pioneer Family Office’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	$98.8K	Buy	+4,741	New	+$98.9K	0.05%	60
2026 Q1	–	Sell	-4,741	Closed	-$100K	–	58
2025 Q4	$100K	Buy	+4,741	New	+$100K	0.07%	59

Other funds holding IBDW

ACA

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

CIA

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $168M AUM 7.75% 1-Year Est. Return

Pioneer Family Office's IBDW Position: Q2 2026 in Review

Pioneer Family Office opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 4,741 shares worth $98.8K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings. This is a return to the name: Pioneer Family Office previously reported a position in IBDW as recently as Q4 2025.

Pioneer Family Office first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $100K in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Pioneer Family Office held 4,741 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $98.8K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Pioneer Family Office position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Pioneer Family Office's portfolio in Q2 2026, its #60 holding.
Pioneer Family Office first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
Pioneer Family Office's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $100K in Q4 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.