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

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

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

Aprio Wealth Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 68% in Q2 2026, selling an estimated $481K and leaving 10,486 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #587.

Aprio Wealth Management first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $712K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Aprio Wealth Management held 10,486 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $229K as of Q2 2026.
Aprio Wealth Management sold 22,030 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $481K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #587 holding.
Aprio Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Aprio Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $712K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.