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 Q2	$395K	Buy	18,103 +165	+0.9%	+$3.6K	0.01%	138
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 $1.55T 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

Advance Capital Management's IBDV Position: Q2 2026 in Review

Advance Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.92% in Q2 2026, buying an estimated $3.6K and bringing the position to 18,103 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #138.

Advance Capital Management first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Advance Capital Management held 18,103 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $395K as of Q2 2026.
Advance Capital Management bought 165 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.6K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #138 holding.
Advance Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.