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BCS Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

BCS Wealth Management’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
Q2 		– Sell
-21,589
Closed -$469K – 270
2025
Q1 		$469K Hold
21,589
– – 0.12% 155
2024
Q4 		$461K Hold
21,589
– – 0.11% 156
2024
Q3 		$479K Hold
21,589
– – 0.2% 98
2024
Q2 		$459K Hold
21,589
– – 0.22% 91
2024
Q1 		$462K Buy
21,589
+11,617
+116% +$248K 0.15% 141
2023
Q4 		$216K Buy
+9,972
New +$206K 0.08% 211

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCS Wealth Management's IBDV Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2025, closing a stake of 21,589 shares — an estimated $469K sold.

BCS Wealth Management first reported a position in IBDV in Q4 2023 and held it in 6 quarters. The position peaked at $479K in Q3 2024. 246 funds tracked by Wall St. Rank hold IBDV as of Q2 2025.

  • BCS Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • BCS Wealth Management sold 21,589 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2025, an estimated $469K.
  • BCS Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
  • BCS Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $479K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.