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

Bullock 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
2026 Q2	$1.5M	Buy	69,266 +14,020	+25%	+$306K	0.65%	31
2026 Q1	$1.21M	Buy	55,246 +11,552	+26%	+$255K	0.6%	38
2025 Q4	$964K	Buy	43,694 +8,134	+23%	+$180K	0.47%	56
2025 Q3	$787K	Buy	35,560 +2,786	+9%	+$61.3K	0.39%	66
2025 Q2	$717K	Buy	32,774 +6,086	+23%	+$132K	0.38%	67
2025 Q1	$578K	Buy	26,688 +17,516	+191%	+$376K	0.32%	75
2024 Q4	$196K	Buy	9,172 +5,622	+158%	+$122K	0.11%	155
2024 Q3	$78.7K	Buy	3,550 +42	+1%	+$916	0.05%	203
2024 Q2	$74.1K	Buy	3,508 +41	+1%	+$866	0.05%	200
2024 Q1	$73.9K	Buy	+3,467	New	+$74.1K	0.05%	209

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

Bullock Wealth Management's IBDV Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 25% in Q2 2026, buying an estimated $306K and bringing the position to 69,266 shares worth $1.5M. The position accounts for 0.65% of the portfolio, ranked #31.

Bullock Wealth Management first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Bullock Wealth Management held 69,266 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.5M as of Q2 2026.
Bullock Wealth Management bought 14,020 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $306K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.65% of Bullock Wealth Management's portfolio in Q2 2026, its #31 holding.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.