ASN
IBDV icon

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
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 – 2474
2023
Q4 		$21.6K Buy
+1,000
New +$20.7K ﹤0.01% 2484
2021
Q3 		– Sell
-825
Closed -$21K – 2258
2021
Q2 		$21K Buy
+825
New +$20.7K ﹤0.01% 2477
2021
Q1 		– Sell
-649
Closed -$17K – 2178
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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 $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return