Beacon Pointe Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Beacon Pointe 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	$4.29M	Buy	196,779 +11,993	+6%	+$262K	0.02%	551
2026 Q1	$4.04M	Buy	184,786 +35,172	+24%	+$776K	0.02%	526
2025 Q4	$3.3M	Buy	149,614 +8,844	+6%	+$196K	0.02%	482
2025 Q3	$3.12M	Sell	140,770 -3,008	-2%	-$66.2K	0.03%	452
2025 Q2	$3.16M	Buy	143,778 +1,435	+1%	+$31.1K	0.03%	396
2025 Q1	$3.09M	Buy	142,343 +16,095	+13%	+$346K	0.03%	376
2024 Q4	$2.7M	Buy	126,248 +12,262	+11%	+$265K	0.03%	394
2024 Q3	$2.53M	Buy	113,986 +10,581	+10%	+$231K	0.03%	419
2024 Q2	$2.2M	Buy	103,405 +36,150	+54%	+$763K	0.03%	454
2024 Q1	$1.44M	Buy	67,255 +25,838	+62%	+$552K	0.02%	578
2023 Q4	$896K	Buy	41,417 +16,057	+63%	+$332K	0.01%	701
2023 Q3	$517K	Buy	25,360 +5,320	+27%	+$111K	0.01%	859
2023 Q2	$425K	Buy	20,040 +1,227	+7%	+$26.1K	0.01%	768
2023 Q1	$405K	Buy	+18,813	New	+$400K	0.01%	824

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

Beacon Pointe Advisors's IBDV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.5% in Q2 2026, buying an estimated $262K and bringing the position to 196,779 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #551.

Beacon Pointe Advisors first reported a position in IBDV in Q1 2023 and has held it in 14 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Beacon Pointe Advisors held 196,779 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.29M as of Q2 2026.
Beacon Pointe Advisors bought 11,993 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $262K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #551 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.