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Archford Capital Strategies’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Archford Capital Strategies’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
Q1 		$1.18M Sell
53,860
-1,134
-2% -$25K 0.14% 152
2025
Q4 		$1.21M Sell
54,994
-505
-0.9% -$11.2K 0.14% 143
2025
Q3 		$1.23M Buy
55,499
+789
+1% +$17.4K 0.15% 141
2025
Q2 		$1.2M Sell
54,710
-2,722
-5% -$59K 0.15% 133
2025
Q1 		$1.25M Sell
57,432
-1,661
-3% -$35.7K 0.18% 130
2024
Q4 		$1.26M Sell
59,093
-862
-1% -$18.6K 0.19% 120
2024
Q3 		$1.31M Sell
59,955
-937
-2% -$20.4K 0.2% 119
2024
Q2 		$1.29M Buy
60,892
+2,008
+3% +$42.4K 0.21% 114
2024
Q1 		$1.26M Sell
58,884
-467
-0.8% -$9.98K 0.21% 119
2023
Q4 		$1.28M Sell
59,351
-12,691
-18% -$262K 0.24% 112
2023
Q3 		$1.47M Buy
72,042
+4,599
+7% +$95.8K 0.29% 86
2023
Q2 		$1.42M Buy
67,443
+9,638
+17% +$205K 0.27% 87
2023
Q1 		$1.25M Buy
57,805
+2,955
+5% +$62.8K 0.26% 94
2022
Q4 		$1.14M Buy
+54,850
New +$1.13M 0.26% 96

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return