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 Q3	$353K	Buy	17,595 +208	+1%	+$4.27K	0.01%	338
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Simon Quick Advisors's IBDW Position: Q3 2026 in Review

Simon Quick Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.2% in Q3 2026, buying an estimated $4.27K and bringing the position to 17,595 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #338.

Simon Quick Advisors first reported a position in IBDW in Q2 2025 and has held it in 6 quarters since. The position peaked at $369K in Q3 2025. 121 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Simon Quick Advisors held 17,595 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $353K as of Q3 2026.
Simon Quick Advisors bought 208 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $4.27K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #338 holding.
Simon Quick Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Simon Quick Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $369K in Q3 2025.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.