Avidian Wealth Enterprises
IBDV icon

Avidian Wealth Enterprises’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$285K Sell
13,466
-1,661
-11% -$35.8K 0.01% 627
2026
Q2 		$330K Buy
15,127
+1,686
+13% +$36.8K 0.01% 572
2026
Q1 		$294K Buy
+13,441
New +$296K 0.01% 548

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Avidian Wealth Enterprises's IBDV Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q3 2026, selling an estimated $35.8K and leaving 13,466 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #627.

Avidian Wealth Enterprises first reported a position in IBDV in Q1 2026 and has held it in 3 quarters since. The position peaked at $330K in Q2 2026. 154 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Avidian Wealth Enterprises held 13,466 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $285K as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,661 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $35.8K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #627 holding.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $330K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.