Advisory Services Network’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Advisory Services Network’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	$602K	Buy	27,609 +6,868	+33%	+$150K	0.01%	1307
2026 Q1	$454K	Sell	20,741 -640	-3%	-$14.1K	0.01%	1347
2025 Q4	$472K	Buy	21,381 +1,194	+6%	+$26.4K	0.01%	1243
2025 Q3	$447K	Buy	20,187 +3,150	+18%	+$69.3K	0.01%	1253
2025 Q2	$373K	Buy	17,037 +1,198	+8%	+$25.9K	0.01%	1300
2025 Q1	$344K	Buy	+15,839	New	+$340K	0.01%	1222
2024 Q1	–	Sell	-1,000	Closed	-$21.6K	–	2471
2023 Q4	$21.6K	Buy	+1,000	New	+$20.7K	﹤0.01%	2484
2021 Q3	–	Sell	-825	Closed	-$21K	–	2255
2021 Q2	$21K	Buy	+825	New	+$20.7K	﹤0.01%	2477
2021 Q1	–	Sell	-649	Closed	-$17K	–	2069
2020 Q4	$17K	Hold	649	–	–	﹤0.01%	2207
2020 Q3	$17K	Buy	+649	New	+$16.8K	﹤0.01%	2168

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

Advisory Services Network's IBDV Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 33% in Q2 2026, buying an estimated $150K and bringing the position to 27,609 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #1307.

Advisory Services Network first reported a position in IBDV in Q3 2020 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Advisory Services Network held 27,609 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $602K as of Q2 2026.
Advisory Services Network bought 6,868 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $150K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1307 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2020 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.