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Whalen Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Whalen Wealth 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 		– Sell
-161,499
Closed -$3.42M – 200
2025
Q4 		$3.42M Buy
+161,499
New +$3.42M 1.83% 12

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's IBDW Position: Q1 2026 in Review

Whalen Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026, closing a stake of 161,499 shares — an estimated $3.42M sold.

Whalen Wealth Management first reported a position in IBDW in Q4 2025 and held it in 1 quarter. The position peaked at $3.42M in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Whalen Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 161,499 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $3.42M.
  • Whalen Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $3.42M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.