Van Hulzen Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Van Hulzen Asset Management’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	$498K	Buy	23,771 +13,309	+127%	+$281K	0.04%	230
2025 Q4	$221K	Buy	+10,462	New	+$222K	0.02%	309
2025 Q1	–	Sell	-2,176	Closed	-$44.3K	–	647
2024 Q4	$44.3K	Buy	+2,176	New	+$45K	﹤0.01%	532

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

Van Hulzen Asset Management's IBDW Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 127% in Q1 2026, buying an estimated $281K and bringing the position to 23,771 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #230.

Van Hulzen Asset Management first reported a position in IBDW in Q4 2024 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Van Hulzen Asset Management held 23,771 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $498K as of Q1 2026.
Van Hulzen Asset Management bought 13,309 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $281K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #230 holding.
Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.