Arkadios Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Arkadios Wealth 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	$468K	Sell	21,464 -102	-0.5%	-$2.23K	0.01%	1160
2026 Q1	$472K	Buy	21,566 +9,049	+72%	+$200K	0.01%	1142
2025 Q4	$276K	Buy	12,517 +1,322	+12%	+$29.2K	0.01%	1282
2025 Q3	$248K	Buy	11,195 +1,216	+12%	+$26.8K	0.01%	1240
2025 Q2	$219K	Buy	+9,979	New	+$216K	0.01%	1176

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

Arkadios Wealth Advisors's IBDV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.47% in Q2 2026, selling an estimated $2.23K and leaving 21,464 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1160.

Arkadios Wealth Advisors first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Arkadios Wealth Advisors held 21,464 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $468K as of Q2 2026.
Arkadios Wealth Advisors sold 102 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.23K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1160 holding.
Arkadios Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Arkadios Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $472K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.