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 Q2	$241K	Sell	11,035 -2,980	-21%	-$65K	﹤0.01%	1400
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 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

Apollon Wealth Management's IBDV Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 21% in Q2 2026, selling an estimated $65K and leaving 11,035 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Apollon Wealth Management first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.9M in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Apollon Wealth Management held 11,035 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $241K as of Q2 2026.
Apollon Wealth Management sold 2,980 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $65K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1400 holding.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Apollon Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $24.9M in Q4 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.