Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Baron Silver Stevens Financial 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	$760K	Buy	34,859 +2,387	+7%	+$52.1K	0.1%	75
2026 Q1	$711K	Sell	32,472 -2,293	-7%	-$50.6K	0.1%	72
2025 Q4	$767K	Buy	34,765 +406	+1%	+$8.98K	0.11%	69
2025 Q3	$761K	Buy	34,359 +56	+0.2%	+$1.23K	0.11%	70
2025 Q2	$754K	Buy	34,303 +11,221	+49%	+$243K	0.12%	67
2025 Q1	$501K	Buy	23,082 +37	+0.2%	+$795	0.09%	72
2024 Q4	$492K	Buy	+23,045	New	+$498K	0.08%	72

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

Baron Silver Stevens Financial Advisors's IBDV Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 7.4% in Q2 2026, buying an estimated $52.1K and bringing the position to 34,859 shares worth $760K. The position accounts for 0.1% of the portfolio, ranked #75.

Baron Silver Stevens Financial Advisors first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $767K in Q4 2025. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Baron Silver Stevens Financial Advisors held 34,859 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $760K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 2,387 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $52.1K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.1% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #75 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $767K in Q4 2025.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.