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 Q2	$463K	Sell	22,222 -1,549	-7%	-$32.3K	0.03%	261
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 $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

Van Hulzen Asset Management's IBDW Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.5% in Q2 2026, selling an estimated $32.3K and leaving 22,222 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #261.

Van Hulzen Asset Management first reported a position in IBDW in Q4 2024 and has held it in 4 quarters since. The position peaked at $498K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Van Hulzen Asset Management held 22,222 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $463K as of Q2 2026.
Van Hulzen Asset Management sold 1,549 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $32.3K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #261 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 4 quarters since.
Van Hulzen Asset Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $498K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.