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Private Advisor Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Private Advisor Group’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 		– Sell
-36,285
Closed -$759K – 2689
2026
Q1 		$759K Hold
36,285
– – ﹤0.01% 1596
2025
Q4 		$767K Buy
36,285
+484
+1% +$10.3K ﹤0.01% 1562
2025
Q3 		$760K Hold
35,801
– – ﹤0.01% 1536
2025
Q2 		$753K Sell
35,801
-1,699
-5% -$35.1K ﹤0.01% 1450
2025
Q1 		$778K Buy
37,500
+11
+0% +$226 ﹤0.01% 1368
2024
Q4 		$763K Buy
37,489
+15,850
+73% +$328K ﹤0.01% 1358
2024
Q3 		$459K Buy
21,639
+11,678
+117% +$243K ﹤0.01% 1663
2024
Q2 		$202K Buy
+9,961
New +$201K ﹤0.01% 2143

Other funds holding IBDW

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Private Advisor Group's IBDW Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 36,285 shares — an estimated $759K sold.

Private Advisor Group first reported a position in IBDW in Q2 2024 and held it in 8 quarters. The position peaked at $778K in Q1 2025. 152 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Private Advisor Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 36,285 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $759K.
  • Private Advisor Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and held it in 8 quarters.
  • Private Advisor Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $778K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.