SIAP
IBDW icon

Sterling Investment Advisors (Pennsylvania)’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$404K Hold
19,385
– – 0.07% 167
2026
Q1 		$406K Hold
19,385
– – 0.07% 153
2025
Q4 		$410K Buy
19,385
+3,900
+25% +$82.7K 0.08% 151
2025
Q3 		$329K Buy
+15,485
New +$326K 0.06% 153

Other funds holding IBDW

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IBDW Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 19,385 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #167.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q4 2025. 135 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 19,385 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $404K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #167 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s iShares iBonds Dec 2031 Term Corporate ETF position peaked at $410K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.