Blue Square Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Blue Square Asset 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
2026 Q3	$778K	Buy	36,786 +697	+2%	+$15K	0.31%	42
2026 Q2	$787K	Sell	36,089 -138	-0.4%	-$3.01K	0.32%	40
2026 Q1	$793K	Sell	36,227 -901	-2%	-$19.9K	0.38%	40
2025 Q4	$819K	Sell	37,128 -465	-1%	-$10.3K	0.36%	39
2025 Q3	$833K	Buy	+37,593	New	+$827K	0.36%	41

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Blue Square Asset Management's IBDV Position: Q3 2026 in Review

Blue Square Asset Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.9% in Q3 2026, buying an estimated $15K and bringing the position to 36,786 shares worth $778K. The position accounts for 0.31% of the portfolio, ranked #42.

Blue Square Asset Management first reported a position in IBDV in Q3 2025 and has held it in 5 quarters since. The position peaked at $833K in Q3 2025. 261 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Blue Square Asset Management held 36,786 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $778K as of Q3 2026.
Blue Square Asset Management bought 697 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $15K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.31% of Blue Square Asset Management's portfolio in Q3 2026, its #42 holding.
Blue Square Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
Blue Square Asset Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $833K in Q3 2025.
261 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Blue Square Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.