Wealth Enhancement Advisory Services
IBDW icon

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

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