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Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$46.1M Buy
2,220,499
+26,318
+1% +$549K 27.48% 2
2026
Q1 		$45.9M Buy
2,194,181
+8,659
+0.4% +$183K 28.29% 2
2025
Q4 		$46.2M Buy
2,185,522
+5,750
+0.3% +$122K 29.38% 1
2025
Q3 		$46.3M Buy
2,179,772
+29,327
+1% +$618K 29.73% 1
2025
Q2 		$45.2M Buy
2,150,445
+21,713
+1% +$448K 30.07% 1
2025
Q1 		$44.2M Buy
+2,128,732
New +$43.7M 29.39% 2

Other funds holding IBDW

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
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDW Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.2% in Q2 2026, buying an estimated $549K and bringing the position to 2,220,499 shares worth $46.1M. The position accounts for 27.48% of the portfolio, ranked #2.

Sarver Vrooman Wealth Advisors first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.3M in Q3 2025. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 2,220,499 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $46.1M as of Q2 2026.
  • Sarver Vrooman Wealth Advisors bought 26,318 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $549K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 27.48% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $46.3M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.