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

Wilkins Miller 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	$4.43M	Sell	211,441 -4,931	-2%	-$104K	2.68%	12
2025 Q4	$4.58M	Sell	216,372 -1,689	-0.8%	-$35.8K	2.73%	12
2025 Q3	$4.63M	Buy	218,061 +9,370	+4%	+$197K	2.87%	11
2025 Q2	$4.39M	Sell	208,691 -11,602	-5%	-$240K	2.99%	10
2025 Q1	$4.57M	Buy	220,293 +192,667	+697%	+$3.95M	3.44%	8
2024 Q4	$562K	Buy	+27,626	New	+$571K	0.59%	33

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilkins Miller Wealth Management's IBDW Position: Q1 2026 in Review

Wilkins Miller Wealth Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.3% in Q1 2026, selling an estimated $104K and leaving 211,441 shares worth $4.43M. The position accounts for 2.68% of the portfolio, ranked #12.

Wilkins Miller Wealth Management first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.63M in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Wilkins Miller Wealth Management held 211,441 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.43M as of Q1 2026.
Wilkins Miller Wealth Management sold 4,931 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $104K.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.68% of Wilkins Miller Wealth Management's portfolio in Q1 2026, its #12 holding.
Wilkins Miller Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Wilkins Miller Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.63M in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.