Advisornet Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Advisornet Financial’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	$20.7K	Buy	950 +11	+1%	+$240	﹤0.01%	1380
2026 Q1	$20.6K	Buy	939 +7	+0.8%	+$154	﹤0.01%	1327
2025 Q4	$20.6K	Buy	932 +14	+2%	+$310	﹤0.01%	1308
2025 Q3	$20.3K	Buy	918 +10	+1%	+$220	﹤0.01%	1297
2025 Q2	$20K	Buy	908 +11	+1%	+$238	﹤0.01%	1267
2025 Q1	$19.5K	Buy	897 +7	+0.8%	+$150	﹤0.01%	1203
2024 Q4	$19K	Buy	890 +13	+1%	+$281	﹤0.01%	1161
2024 Q3	$19.4K	Buy	877 +10	+1%	+$218	﹤0.01%	1204
2024 Q2	$18.4K	Buy	867 +11	+1%	+$232	﹤0.01%	1115
2024 Q1	$18.3K	Buy	856 +6	+0.7%	+$128	﹤0.01%	1100
2023 Q4	$18.4K	Buy	+850	New	+$17.6K	﹤0.01%	1110

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

Advisornet Financial's IBDV Position: Q2 2026 in Review

Advisornet Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.2% in Q2 2026, buying an estimated $240 and bringing the position to 950 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Advisornet Financial first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Advisornet Financial held 950 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $20.7K as of Q2 2026.
Advisornet Financial bought 11 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $240.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1380 holding.
Advisornet Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.