Bank of New Hampshire IBDW iShares iBonds Dec 2031 Term Corp

Ownership history in Bank of New Hampshire  ·  12 quarters on record

AI Ownership Summary

Bank of New Hampshire reported iShares iBonds Dec 2031 Term Corp (IBDW) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows IBDW at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of New Hampshire's position in iShares iBonds Dec 2031 Term Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBDW was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank of New Hampshire held IBDW — position size vs. price
% of Fund (quarterly)    IBDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 61,420 0% 0.27% $1.3M 2026-07-14 $20.59
2026 Q1 ADDED 61,420 +7,430 +13.8% 0.29% $1.3M 2026-04-13 $20.67
2025 Q4 ADDED 53,990 +2,350 +4.6% 0.26% $1.1M 2026-03-16 $20.52
2025 Q3 ADDED 51,640 +5,150 +11.1% 0.25% $1.1M 2025-10-02 $20.40
2025 Q2 ADDED 46,490 +6,750 +17.0% 0.24% $978K 2025-07-09 $19.84
2025 Q1 ADDED 39,740 +2,725 +7.4% 0.22% $825K 2025-04-14 $19.14
2024 Q4 ADDED 37,015 +6,840 +22.7% 0.19% $753K 2025-01-07 $18.79
2024 Q3 UNCHANGED 30,175 0% 0.16% $640K 2024-10-07 $19.13
2024 Q2 ADDED 30,175 +5,275 +21.2% 0.16% $612K 2024-07-01 $18.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bank of New Hampshire and IBDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank of New Hampshire reported owning IBDW?

Bank of New Hampshire reported IBDW across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IBDW position in Bank of New Hampshire's portfolio?

The largest reported portfolio weight for IBDW was 0.29% in 2026 Q1.

What is the latest reported IBDW position on this page?

The most recent filing on this page is 2026 Q2, when Bank of New Hampshire reported 61,420 shares, equal to 0.27% of portfolio, with an estimated market value of $1.3M.

What does the chart on this IBDW ownership page compare?

The chart compares Bank of New Hampshire's quarterly IBDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank of New Hampshire time their IBDW position?

Based on 13F filing dates vs. subsequent IBDW price moves, Bank of New Hampshire correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on IBDW relative to SPY over the holding period was +28.6%.

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