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Apollon Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Apollon Wealth 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
Q1 		$307K Sell
14,015
-1,113,049
-99% -$24.5M 0.01% 1099
2025
Q4 		$24.9M Buy
1,127,064
+69,510
+7% +$1.54M 0.43% 42
2025
Q3 		$23.4M Buy
1,057,554
+15,736
+2% +$346K 0.42% 43
2025
Q2 		$22.9M Buy
1,041,818
+10,750
+1% +$233K 0.45% 43
2025
Q1 		$22.4M Sell
1,031,068
-6,107
-0.6% -$131K 0.49% 39
2024
Q4 		$22.2M Buy
+1,037,175
New +$22.4M 0.51% 39

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 $12.7B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Apollon Wealth Management's IBDV Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 99% in Q1 2026, selling an estimated $24.5M and leaving 14,015 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1099.

Apollon Wealth Management first reported a position in IBDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.9M in Q4 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Apollon Wealth Management held 14,015 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $307K as of Q1 2026.
  • Apollon Wealth Management sold 1,113,049 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $24.5M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1099 holding.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • Apollon Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $24.9M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.