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 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

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 $3.6B AUM 30.03% 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 $168M AUM 7.75% 1-Year Est. Return

RVW Wealth's IBDW Position: Q2 2026 in Review

RVW Wealth held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 16,560 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #130.

RVW Wealth first reported a position in IBDW in Q3 2023 and has held it in 8 quarters since. The position peaked at $501K in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

RVW Wealth held 16,560 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $345K as of Q2 2026.
RVW Wealth left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #130 holding.
RVW Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 8 quarters since.
RVW Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $501K in Q4 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.