Arcadia Investment Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Arcadia Investment Advisors’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	$7.6M	Buy	348,528 +30,890	+10%	+$674K	3.2%	15
2026 Q1	$6.95M	Buy	317,638 +23,956	+8%	+$528K	3.28%	16
2025 Q4	$6.48M	Buy	293,682 +282,604	+2,551%	+$6.25M	3.02%	17
2025 Q3	$245K	Buy	11,078 +2,491	+29%	+$54.8K	0.12%	37
2025 Q2	$189K	Sell	8,587 -209	-2%	-$4.53K	0.1%	38
2025 Q1	$191K	Buy	8,796 +2,967	+51%	+$63.8K	0.11%	35
2024 Q4	$125K	Buy	+5,829	New	+$126K	0.07%	44

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

Arcadia Investment Advisors's IBDV Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 9.7% in Q2 2026, buying an estimated $674K and bringing the position to 348,528 shares worth $7.6M. The position accounts for 3.2% of the portfolio, ranked #15.

Arcadia Investment Advisors first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Arcadia Investment Advisors held 348,528 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $7.6M as of Q2 2026.
Arcadia Investment Advisors bought 30,890 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $674K.
iShares iBonds Dec 2030 Term Corporate ETF made up 3.2% of Arcadia Investment Advisors's portfolio in Q2 2026, its #15 holding.
Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.