Thoroughbred Financial Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Thoroughbred Financial Services’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	$216K	Buy	10,366 +527	+5%	+$11K	0.01%	600
2026 Q1	$205K	Buy	9,839 +75	+0.8%	+$1.58K	0.01%	560
2025 Q4	$206K	Buy	9,764 +152	+2%	+$3.22K	0.01%	555
2025 Q3	$203K	Sell	9,612 -3,193	-25%	-$67.3K	0.01%	556
2025 Q2	$269K	Sell	12,805 -712	-5%	-$14.7K	0.02%	489
2025 Q1	$280K	Buy	13,517 +2,144	+19%	+$44K	0.02%	564
2024 Q4	$231K	Buy	11,373 +1,906	+20%	+$39.4K	0.01%	616
2024 Q3	$200K	Sell	9,467 -1,541	-14%	-$32.1K	0.01%	632
2024 Q2	$223K	Buy	+11,008	New	+$222K	0.01%	582

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

Thoroughbred Financial Services's IBDW Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.4% in Q2 2026, buying an estimated $11K and bringing the position to 10,366 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #600.

Thoroughbred Financial Services first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $280K in Q1 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Thoroughbred Financial Services held 10,366 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $216K as of Q2 2026.
Thoroughbred Financial Services bought 527 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $11K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #600 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Thoroughbred Financial Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $280K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.