1WM
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1900 Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

1900 Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$374K Buy
17,691
+2,082
+13% +$44.8K 0.02% 255
2026
Q2 		$340K Hold
15,609
– – 0.02% 231
2026
Q1 		$342K Buy
+15,609
New +$344K 0.02% 200

Other funds holding IBDV

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

1900 Wealth Management's IBDV Position: Q3 2026 in Review

1900 Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q3 2026, buying an estimated $44.8K and bringing the position to 17,691 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #255.

1900 Wealth Management first reported a position in IBDV in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • 1900 Wealth Management held 17,691 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $374K as of Q3 2026.
  • 1900 Wealth Management bought 2,082 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $44.8K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q3 2026, its #255 holding.
  • 1900 Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.