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

RVW Wealth’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 Q3	$332K	Hold	16,560	–	–	0.02%	142
2026 Q2	$345K	Hold	16,560	–	–	0.02%	130
2026 Q1	$347K	Sell	16,560 -7,122	-30%	-$150K	0.03%	132
2025 Q4	$501K	Buy	23,682 +9,463	+67%	+$201K	0.04%	109
2025 Q3	$302K	Buy	14,219 +539	+4%	+$11.4K	0.02%	146
2025 Q2	$288K	Hold	13,680	–	–	0.02%	139
2025 Q1	$284K	Hold	13,680	–	–	0.03%	136
2024 Q4	$278K	Buy	+13,680	New	+$283K	0.03%	124
2023 Q4	–	Sell	-1,066	Closed	-$20.7K	–	236
2023 Q3	$20.7K	Buy	+1,066	New	+$21.2K	﹤0.01%	308

Other funds holding IBDW

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

RVW Wealth's IBDW Position: Q3 2026 in Review

RVW Wealth held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q3 2026 at 16,560 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #142.

RVW Wealth first reported a position in IBDW in Q3 2023 and has held it in 9 quarters since. The position peaked at $501K in Q4 2025. 75 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

RVW Wealth held 16,560 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $332K as of Q3 2026.
RVW Wealth left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #142 holding.
RVW Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 9 quarters since.
RVW Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $501K in Q4 2025.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.