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

Yoder 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	$1.04M	Buy	49,815 +10,300	+26%	+$215K	0.41%	49
2026 Q1	$827K	Buy	39,515 +6,800	+21%	+$144K	0.38%	55
2025 Q4	$692K	Buy	32,715 +9,115	+39%	+$193K	0.32%	57
2025 Q3	$501K	Hold	23,600	–	–	0.24%	66
2025 Q2	$497K	Hold	23,600	–	–	0.26%	63
2025 Q1	$490K	Hold	23,600	–	–	0.28%	65
2024 Q4	$480K	Buy	23,600 +10,100	+75%	+$209K	0.27%	65
2024 Q3	$286K	Buy	+13,500	New	+$281K	0.17%	87

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

Yoder Wealth Management's IBDW Position: Q2 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 26% in Q2 2026, buying an estimated $215K and bringing the position to 49,815 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #49.

Yoder Wealth Management first reported a position in IBDW in Q3 2024 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Yoder Wealth Management held 49,815 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.04M as of Q2 2026.
Yoder Wealth Management bought 10,300 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $215K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.41% of Yoder Wealth Management's portfolio in Q2 2026, its #49 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.