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 Q3	–	Sell	-11,035	Closed	-$241K	–	1689
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apollon Wealth Management's IBDV Position: Q3 2026 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026, closing a stake of 11,035 shares — an estimated $241K sold.

Apollon Wealth Management first reported a position in IBDV in Q4 2024 and held it in 7 quarters. The position peaked at $24.9M in Q4 2025. 226 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Apollon Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Apollon Wealth Management sold 11,035 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $241K.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and held it in 7 quarters.
Apollon Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $24.9M in Q4 2025.
226 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.