Simon Quick Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Simon Quick 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	$362K	Hold	17,387	–	–	0.01%	303
2026 Q1	$364K	Hold	17,387	–	–	0.02%	283
2025 Q4	$368K	Hold	17,387	–	–	0.02%	286
2025 Q3	$369K	Hold	17,387	–	–	0.02%	301
2025 Q2	$366K	Buy	+17,387	New	+$359K	0.02%	279

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

Simon Quick Advisors's IBDW Position: Q2 2026 in Review

Simon Quick Advisors held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 17,387 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #303.

Simon Quick Advisors first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $369K in Q3 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Simon Quick Advisors held 17,387 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $362K as of Q2 2026.
Simon Quick Advisors left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #303 holding.
Simon Quick Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Simon Quick Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $369K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.