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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
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

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Brookstone Capital Management's IBDV Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.1% in Q2 2026, selling an estimated $22.4K and leaving 31,577 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #835.

Brookstone Capital Management first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $729K in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Brookstone Capital Management held 31,577 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $688K as of Q2 2026.
  • Brookstone Capital Management sold 1,027 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $22.4K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #835 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Brookstone Capital Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $729K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.