Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025 Q3	–	Sell	-1,172	Closed	-$25.8K	–	1302
2025 Q2	$25.8K	Buy	+1,172	New	+$25.4K	0.01%	522

Other funds holding IBDV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IBDV Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2025, closing a stake of 1,172 shares — an estimated $25.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBDV in Q2 2025 and held it in 1 quarter. The position peaked at $25.8K in Q2 2025. 269 funds tracked by Wall St. Rank hold IBDV as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,172 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2025, an estimated $25.8K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $25.8K in Q2 2025.
269 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.