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

SignatureFD’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	$50K	Buy	+2,400	New	+$50.1K	﹤0.01%	1885

Other funds holding IBDW

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

SignatureFD's IBDW Position: Q2 2026 in Review

SignatureFD opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 2,400 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings.

103 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

SignatureFD held 2,400 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $50K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new SignatureFD position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1885 holding.
103 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.