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Austin Private Wealth’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Austin Private Wealth’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
2025
Q4 		$258K Buy
11,679
+1,133
+11% +$25.1K 0.02% 250
2025
Q3 		$234K Buy
10,546
+305
+3% +$6.71K 0.02% 270
2025
Q2 		$225K Buy
+10,241
New +$222K 0.02% 271

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Austin Private Wealth's IBDV Position: Q4 2025 in Review

Austin Private Wealth increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q4 2025, buying an estimated $25.1K and bringing the position to 11,679 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #250.

Austin Private Wealth first reported a position in IBDV in Q2 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • Austin Private Wealth held 11,679 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $258K as of Q4 2025.
  • Austin Private Wealth bought 1,133 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $25.1K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #250 holding.
  • Austin Private Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.