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

Aventura 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
2026 Q2	$1.26K	Hold	58	–	–	﹤0.01%	869
2026 Q1	$1.27K	Hold	58	–	–	﹤0.01%	779
2025 Q4	$1.28K	Hold	58	–	–	﹤0.01%	724
2025 Q3	$1.28K	Hold	58	–	–	﹤0.01%	715
2025 Q2	$1.27K	Buy	+58	New	+$1.26K	﹤0.01%	671

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

Aventura Private Wealth's IBDV Position: Q2 2026 in Review

Aventura Private Wealth held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 58 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Aventura Private Wealth first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28K in Q3 2025. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Aventura Private Wealth held 58 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.26K as of Q2 2026.
Aventura Private Wealth left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #869 holding.
Aventura Private Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.28K in Q3 2025.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.