XF
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XML Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

XML Financial’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 		$578K Buy
27,758
+3,115
+13% +$65K 0.04% 266
2026
Q1 		$516K Buy
24,643
+5,501
+29% +$116K 0.04% 259
2025
Q4 		$405K Buy
19,142
+6,795
+55% +$144K 0.03% 285
2025
Q3 		$262K Buy
+12,347
New +$260K 0.02% 334

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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 $3.82B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

XML Financial's IBDW Position: Q2 2026 in Review

XML Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 13% in Q2 2026, buying an estimated $65K and bringing the position to 27,758 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #266.

XML Financial first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • XML Financial held 27,758 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $578K as of Q2 2026.
  • XML Financial bought 3,115 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $65K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of XML Financial's portfolio in Q2 2026, its #266 holding.
  • XML Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.