PL
IBDW icon

Plancorp LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Plancorp LLC’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 		$200K Buy
9,708
+114
+1% +$2.38K ﹤0.01% 414
2026
Q1 		$201K Buy
+9,594
New +$203K 0.01% 363

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
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

Plancorp LLC's IBDW Position: Q2 2026 in Review

Plancorp LLC increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.2% in Q2 2026, buying an estimated $2.38K and bringing the position to 9,708 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Plancorp LLC first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $201K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Plancorp LLC held 9,708 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $200K as of Q2 2026.
  • Plancorp LLC bought 114 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.38K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #414 holding.
  • Plancorp LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Plancorp LLC's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $201K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.