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 Q2	$340K	Hold	15,609	–	–	0.02%	231
2026 Q1	$342K	Buy	+15,609	New	+$344K	0.02%	200

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

1900 Wealth Management's IBDV Position: Q2 2026 in Review

1900 Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 15,609 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #231.

1900 Wealth Management first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $342K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

1900 Wealth Management held 15,609 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $340K as of Q2 2026.
1900 Wealth Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #231 holding.
1900 Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
1900 Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $342K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.