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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM