Advance Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Advance Capital 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 Q1	$393K	Buy	17,938 +107	+0.6%	+$2.36K	0.01%	119
2025 Q4	$394K	Buy	17,831 +4,684	+36%	+$104K	0.02%	119
2025 Q3	$291K	Buy	13,147 +111	+0.9%	+$2.44K	0.01%	137
2025 Q2	$287K	Buy	13,036 +2,414	+23%	+$52.3K	0.01%	134
2025 Q1	$231K	Buy	+10,622	New	+$228K	0.01%	141

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

Advance Capital Management's IBDV Position: Q1 2026 in Review

Advance Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.6% in Q1 2026, buying an estimated $2.36K and bringing the position to 17,938 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #119.

Advance Capital Management first reported a position in IBDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $394K in Q4 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Advance Capital Management held 17,938 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $393K as of Q1 2026.
Advance Capital Management bought 107 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $2.36K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #119 holding.
Advance Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
Advance Capital Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $394K in Q4 2025.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.