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Princeton Global Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Princeton Global Asset 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 		$425K Buy
20,412
+9,004
+79% +$188K 0.06% 154
2026
Q1 		$239K Buy
11,408
+3,151
+38% +$66.5K 0.04% 183
2025
Q4 		$175K Sell
8,257
-2,304
-22% -$48.8K 0.03% 214
2025
Q3 		$224K Buy
10,561
+70
+0.7% +$1.47K 0.04% 186
2025
Q2 		$221K Buy
10,491
+3,221
+44% +$66.5K 0.04% 182
2025
Q1 		$151K Buy
7,270
+628
+9% +$12.9K 0.03% 202
2024
Q4 		$135K Buy
6,642
+80
+1% +$1.65K 0.03% 217
2024
Q3 		$139K Buy
6,562
+3,473
+112% +$72.4K 0.03% 212
2024
Q2 		$62.7K Buy
3,089
+953
+45% +$19.2K 0.01% 266
2024
Q1 		$43.8K Buy
+2,136
New +$43.7K 0.01% 283

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Princeton Global Asset Management's IBDW Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 79% in Q2 2026, buying an estimated $188K and bringing the position to 20,412 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #154.

Princeton Global Asset Management first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Princeton Global Asset Management held 20,412 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $425K as of Q2 2026.
  • Princeton Global Asset Management bought 9,004 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $188K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Princeton Global Asset Management's portfolio in Q2 2026, its #154 holding.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.