Sigma Investment Counselors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sigma Investment Counselors’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	$39.6M	Buy	1,899,841 +83,829	+5%	+$1.75M	1.93%	12
2026 Q1	$38M	Buy	1,816,012 +62,327	+4%	+$1.32M	2.01%	9
2025 Q4	$37.1M	Buy	1,753,685 +63,072	+4%	+$1.34M	1.88%	9
2025 Q3	$35.9M	Buy	1,690,613 +70,971	+4%	+$1.49M	1.86%	10
2025 Q2	$34.1M	Buy	1,619,642 +45,513	+3%	+$940K	1.88%	10
2025 Q1	$32.7M	Buy	1,574,129 +91,020	+6%	+$1.87M	2%	9
2024 Q4	$30.2M	Buy	1,483,109 +115,082	+8%	+$2.38M	1.77%	11
2024 Q3	$29M	Buy	1,368,027 +124,713	+10%	+$2.6M	1.7%	13
2024 Q2	$25.2M	Buy	1,243,314 +164,965	+15%	+$3.33M	1.58%	14
2024 Q1	$22.1M	Buy	1,078,349 +319,405	+42%	+$6.53M	1.42%	19
2023 Q4	$15.8M	Buy	758,944 +113,937	+18%	+$2.24M	1.11%	22
2023 Q3	$12.5M	Buy	645,007 +97,142	+18%	+$1.93M	0.94%	24
2023 Q2	$11.1M	Buy	547,865 +100,760	+23%	+$2.06M	0.82%	26
2023 Q1	$9.23M	Buy	+447,105	New	+$9.12M	0.72%	30

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

Sigma Investment Counselors's IBDW Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.6% in Q2 2026, buying an estimated $1.75M and bringing the position to 1,899,841 shares worth $39.6M. The position accounts for 1.93% of the portfolio, ranked #12.

Sigma Investment Counselors first reported a position in IBDW in Q1 2023 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Sigma Investment Counselors held 1,899,841 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $39.6M as of Q2 2026.
Sigma Investment Counselors bought 83,829 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $1.75M.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.93% of Sigma Investment Counselors's portfolio in Q2 2026, its #12 holding.
Sigma Investment Counselors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.