Aprio Wealth Management
IBDV icon

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

Aprio 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 		$222K Hold
10,486
– – 0.01% 597
2026
Q2 		$229K Sell
10,486
-22,030
-68% -$481K 0.01% 587
2026
Q1 		$712K Buy
+32,516
New +$717K 0.04% 264

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Gratus Wealth Advisors
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Kathmere Capital Management
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Venture Visionary Partners
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RVW Wealth
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Aprio Wealth Management's IBDV Position: Q3 2026 in Review

Aprio Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 10,486 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #597.

Aprio Wealth Management first reported a position in IBDV in Q1 2026 and has held it in 3 quarters since. The position peaked at $712K in Q1 2026. 161 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Aprio Wealth Management held 10,486 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $222K as of Q3 2026.
  • Aprio Wealth Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #597 holding.
  • Aprio Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Aprio Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $712K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.