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Trust Company’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Trust Company’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 		$171K Hold
8,211
– – 0.02% 175
2026
Q1 		$172K Buy
8,211
+31
+0.4% +$655 0.02% 184
2025
Q4 		$173K Buy
8,180
+1,423
+21% +$30.2K 0.02% 180
2025
Q3 		$143K Hold
6,757
– – 0.01% 158
2025
Q2 		$142K Buy
6,757
+1,929
+40% +$39.8K 0.02% 160
2025
Q1 		$100K Hold
4,828
– – 0.01% 177
2024
Q4 		$98.2K Hold
4,828
– – 0.01% 176
2024
Q3 		$102K Buy
4,828
+2,395
+98% +$49.9K 0.01% 161
2024
Q2 		$49.4K Hold
2,433
– – 0.01% 190
2024
Q1 		$49.8K Buy
+2,433
New +$49.7K 0.01% 184

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Trust Company's IBDW Position: Q2 2026 in Review

Trust Company held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 8,211 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #175.

Trust Company first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $173K in Q4 2025. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Trust Company held 8,211 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $171K as of Q2 2026.
  • Trust Company left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Trust Company's portfolio in Q2 2026, its #175 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Trust Company's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $173K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.