4J Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

4J 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	$346K	Hold	15,888	–	–	0.17%	77
2026 Q1	$348K	Buy	15,888 +720	+5%	+$15.9K	0.2%	72
2025 Q4	$335K	Buy	15,168 +100	+0.7%	+$2.21K	0.19%	68
2025 Q3	$334K	Hold	15,068	–	–	0.2%	66
2025 Q2	$331K	Hold	15,068	–	–	0.22%	65
2025 Q1	$327K	Hold	15,068	–	–	0.26%	64
2024 Q4	$322K	Buy	15,068 +450	+3%	+$9.73K	0.26%	62
2024 Q3	$324K	Buy	14,618 +580	+4%	+$12.7K	0.25%	65
2024 Q2	$298K	Hold	14,038	–	–	0.25%	63
2024 Q1	$300K	Buy	+14,038	New	+$300K	0.26%	66

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

4J Wealth Management's IBDV Position: Q2 2026 in Review

4J Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 15,888 shares worth $346K. The position accounts for 0.17% of the portfolio, ranked #77.

4J Wealth Management first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $348K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

4J Wealth Management held 15,888 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $346K as of Q2 2026.
4J 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 0.17% of 4J Wealth Management's portfolio in Q2 2026, its #77 holding.
4J Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
4J Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $348K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.