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 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 $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thoroughbred Financial Services's IBDW Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.77% in Q1 2026, buying an estimated $1.58K and bringing the position to 9,839 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #560.

Thoroughbred Financial Services first reported a position in IBDW in Q2 2024 and has held it in 8 quarters since. The position peaked at $280K in Q1 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Thoroughbred Financial Services held 9,839 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $205K as of Q1 2026.
Thoroughbred Financial Services bought 75 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.58K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q1 2026, its #560 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Thoroughbred Financial Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $280K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.