Wealth Enhancement Advisory Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Wealth Enhancement Advisory 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	$2.74M	Buy	132,320 +37,256	+39%	+$777K	﹤0.01%	1378
2026 Q1	$1.99M	Buy	95,064 +23,247	+32%	+$491K	﹤0.01%	1393
2025 Q4	$1.52M	Buy	71,817 +7,389	+11%	+$157K	﹤0.01%	1684
2025 Q3	$1.37M	Buy	64,428 +17,133	+36%	+$361K	﹤0.01%	1669
2025 Q2	$988K	Buy	47,295 +1,699	+4%	+$35.1K	﹤0.01%	1763
2025 Q1	$946K	Sell	45,596 -8,488	-16%	-$174K	﹤0.01%	1624
2024 Q4	$1.1M	Buy	54,084 +2,559	+5%	+$52.9K	﹤0.01%	1486
2024 Q3	$1.09M	Buy	51,525 +2,508	+5%	+$52.3K	﹤0.01%	1346
2024 Q2	$995K	Buy	49,017 +1,362	+3%	+$27.5K	﹤0.01%	1281
2024 Q1	$976K	Buy	47,655 +10,769	+29%	+$220K	﹤0.01%	1247
2023 Q4	$766K	Buy	36,886 +354	+1%	+$6.97K	﹤0.01%	1274
2023 Q3	$708K	Buy	+36,532	New	+$727K	﹤0.01%	1245

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

Wealth Enhancement Advisory Services's IBDW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 39% in Q2 2026, buying an estimated $777K and bringing the position to 132,320 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Wealth Enhancement Advisory Services first reported a position in IBDW in Q3 2023 and has held it in 12 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Wealth Enhancement Advisory Services held 132,320 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.74M as of Q2 2026.
Wealth Enhancement Advisory Services bought 37,256 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $777K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1378 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.