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Woodmont Investment Counsel’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Woodmont Investment Counsel’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 		$23.5M Buy
1,127,880
+191,545
+20% +$4M 1.28% 19
2026
Q1 		$19.6M Buy
936,335
+122,356
+15% +$2.58M 1.21% 24
2025
Q4 		$17.2M Buy
813,979
+208,793
+35% +$4.42M 1.08% 24
2025
Q3 		$12.8M Buy
+605,186
New +$12.7M 0.85% 30

Other funds holding IBDW

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Woodmont Investment Counsel's IBDW Position: Q2 2026 in Review

Woodmont Investment Counsel increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 20% in Q2 2026, buying an estimated $4M and bringing the position to 1,127,880 shares worth $23.5M. The position accounts for 1.28% of the portfolio, ranked #19.

Woodmont Investment Counsel first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Woodmont Investment Counsel held 1,127,880 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $23.5M as of Q2 2026.
  • Woodmont Investment Counsel bought 191,545 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $4M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.28% of Woodmont Investment Counsel's portfolio in Q2 2026, its #19 holding.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.