ADG Wealth Management Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

ADG Wealth Management Group’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	$436K	Buy	+20,000	New	+$436K	0.28%	27

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

ADG Wealth Management Group's IBDV Position: Q2 2026 in Review

ADG Wealth Management Group opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026: 20,000 shares worth $436K. The stake represents 0.28% of the portfolio and ranks #27 among its holdings.

349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

ADG Wealth Management Group held 20,000 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $436K as of Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new ADG Wealth Management Group position in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.28% of ADG Wealth Management Group's portfolio in Q2 2026, its #27 holding.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.