Ritholtz Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Ritholtz Wealth 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	–	Sell	-10,594	Closed	-$222K	–	1347
2026 Q1	$222K	Buy	+10,594	New	+$224K	﹤0.01%	1097
2025 Q3	–	Sell	-12,700	Closed	-$267K	–	1077
2025 Q2	$267K	Buy	12,700 +1,450	+13%	+$29.9K	0.01%	832
2025 Q1	$233K	Hold	11,250	–	–	0.01%	818
2024 Q4	$229K	Hold	11,250	–	–	0.01%	782
2024 Q3	$239K	Hold	11,250	–	–	0.01%	763
2024 Q2	$228K	Buy	+11,250	New	+$227K	0.01%	731

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 $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $170M AUM 4.33% 1-Year Est. Return

Ritholtz Wealth Management's IBDW Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 10,594 shares — an estimated $222K sold.

Ritholtz Wealth Management first reported a position in IBDW in Q2 2024 and held it in 6 quarters. The position peaked at $267K in Q2 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 10,594 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $222K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $267K in Q2 2025.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.