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Weaver Consulting Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Weaver Consulting Group’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
Q3 		$785K Buy
+39,138
New +$803K 0.15% 128

Other funds holding IBDW

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Weaver Consulting Group's IBDW Position: Q3 2026 in Review

Weaver Consulting Group opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2026: 39,138 shares worth $785K. The stake represents 0.15% of the portfolio and ranks #128 among its holdings.

13 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Weaver Consulting Group held 39,138 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $785K as of Q3 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF was a new Weaver Consulting Group position in Q3 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.15% of Weaver Consulting Group's portfolio in Q3 2026, its #128 holding.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.