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

AssuredPartners 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 Q1	$2.23M	Buy	+102,378	New	+$2.26M	0.24%	108

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AssuredPartners Investment Advisors's IBDV Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026: 102,378 shares worth $2.23M. The stake represents 0.24% of the portfolio and ranks #108 among its holdings.

335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

AssuredPartners Investment Advisors held 102,378 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.23M as of Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.24% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #108 holding.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.