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 Q2	$4.31M	Sell	207,018 -4,423	-2%	-$92.3K	2.37%	12
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 $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

Wilkins Miller Wealth Management's IBDW Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.1% in Q2 2026, selling an estimated $92.3K and leaving 207,018 shares worth $4.31M. The position accounts for 2.37% of the portfolio, ranked #12.

Wilkins Miller Wealth Management first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.63M in Q3 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Wilkins Miller Wealth Management held 207,018 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.31M as of Q2 2026.
Wilkins Miller Wealth Management sold 4,423 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $92.3K.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.37% of Wilkins Miller Wealth Management's portfolio in Q2 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 7 quarters since.
Wilkins Miller Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.63M in Q3 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.