Brookstone Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Brookstone Capital 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	$263K	Sell	12,418 -19,159	-61%	-$412K	﹤0.01%	1156
2026 Q2	$688K	Sell	31,577 -1,027	-3%	-$22.4K	0.01%	835
2026 Q1	$714K	Sell	32,604 -420	-1%	-$9.26K	0.01%	753
2025 Q4	$729K	Buy	+33,024	New	+$730K	0.01%	732

Other funds holding IBDV

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

Klingman & Associates New York $2.41B AUM 15.13% 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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Brookstone Capital Management's IBDV Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 61% in Q3 2026, selling an estimated $412K and leaving 12,418 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Brookstone Capital Management first reported a position in IBDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $729K in Q4 2025. 134 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Brookstone Capital Management held 12,418 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $263K as of Q3 2026.
Brookstone Capital Management sold 19,159 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $412K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1156 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $729K in Q4 2025.
134 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.