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Accretive Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Accretive Wealth Partners’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 		$345K Hold
15,828
– – 0.08% 134
2026
Q1 		$346K Buy
15,828
+3,366
+27% +$74.2K 0.1% 135
2025
Q4 		$275K Buy
12,462
+3,258
+35% +$72K 0.08% 135
2025
Q3 		$204K Hold
9,204
– – 0.06% 148
2025
Q2 		$202K Buy
+9,204
New +$199K 0.07% 147

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Accretive Wealth Partners's IBDV Position: Q2 2026 in Review

Accretive Wealth Partners held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 15,828 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #134.

Accretive Wealth Partners first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Accretive Wealth Partners held 15,828 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $345K as of Q2 2026.
  • Accretive Wealth Partners left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Accretive Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Accretive Wealth Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $346K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.