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Winthrop Partners - WNY’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Winthrop Partners - WNY’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 		$4.63M Buy
222,319
+9,543
+4% +$199K 2.29% 20
2026
Q1 		$4.45M Buy
212,776
+9,527
+5% +$201K 2.37% 20
2025
Q4 		$4.3M Buy
+203,249
New +$4.31M 2.32% 20

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Winthrop Partners - WNY's IBDW Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.5% in Q2 2026, buying an estimated $199K and bringing the position to 222,319 shares worth $4.63M. The position accounts for 2.29% of the portfolio, ranked #20.

Winthrop Partners - WNY first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Winthrop Partners - WNY held 222,319 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.63M as of Q2 2026.
  • Winthrop Partners - WNY bought 9,543 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $199K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 2.29% of Winthrop Partners - WNY's portfolio in Q2 2026, its #20 holding.
  • Winthrop Partners - WNY first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.