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

Segment 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 		$2.91M Buy
139,435
+10,980
+9% +$229K 0.15% 103
2026
Q1 		$2.69M Buy
128,455
+36,820
+40% +$778K 0.16% 98
2025
Q4 		$1.94M Buy
91,635
+1,020
+1% +$21.6K 0.11% 106
2025
Q3 		$1.92M Buy
90,615
+3,770
+4% +$79.4K 0.12% 110
2025
Q2 		$1.83M Buy
86,845
+5,715
+7% +$118K 0.12% 110
2025
Q1 		$1.68M Buy
81,130
+7,820
+11% +$160K 0.11% 110
2024
Q4 		$1.49M Buy
73,310
+36,635
+100% +$758K 0.1% 118
2024
Q3 		$778K Buy
36,675
+4,245
+13% +$88.5K 0.05% 161
2024
Q2 		$658K Buy
32,430
+2,960
+10% +$59.7K 0.05% 168
2024
Q1 		$604K Buy
29,470
+11,270
+62% +$230K 0.05% 174
2023
Q4 		$378K Buy
+18,200
New +$358K 0.03% 193

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
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
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $182M AUM 16.66% 1-Year Est. Return

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

Segment Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.5% in Q2 2026, buying an estimated $229K and bringing the position to 139,435 shares worth $2.91M. The position accounts for 0.15% of the portfolio, ranked #103.

Segment Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Segment Wealth Management held 139,435 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.91M as of Q2 2026.
  • Segment Wealth Management bought 10,980 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $229K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.15% of Segment Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.