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 Q2	$1.11M	Sell	50,947 -2,913	-5%	-$63.5K	0.11%	163
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 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

Archford Capital Strategies's IBDV Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.4% in Q2 2026, selling an estimated $63.5K and leaving 50,947 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #163.

Archford Capital Strategies first reported a position in IBDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2023. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Archford Capital Strategies held 50,947 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.11M as of Q2 2026.
Archford Capital Strategies sold 2,913 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $63.5K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.11% of Archford Capital Strategies's portfolio in Q2 2026, its #163 holding.
Archford Capital Strategies first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Archford Capital Strategies's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.47M in Q3 2023.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.