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Spectrum Wealth Counsel’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$528K Sell
25,438
-1,832
-7% -$37.6K 0.06% 82
2024
Q4 		$555K Buy
27,270
+66
+0.2% +$1.36K 0.07% 91
2024
Q3 		$577K Hold
27,204
– – 0.07% 90
2024
Q2 		$552K Buy
27,204
+4,036
+17% +$81.4K 0.07% 86
2024
Q1 		$475K Hold
23,168
– – 0.06% 101
2023
Q4 		$481K Buy
+23,168
New +$456K 0.07% 95

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

Spectrum Wealth Counsel's IBDW Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.7% in Q1 2025, selling an estimated $37.6K and leaving 25,438 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #82.

Spectrum Wealth Counsel first reported a position in IBDW in Q4 2023 and has held it in 6 quarters since. The position peaked at $577K in Q3 2024. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Spectrum Wealth Counsel held 25,438 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $528K as of Q1 2025.
  • Spectrum Wealth Counsel sold 1,832 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $37.6K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #82 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $577K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.