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

Byrne 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
2025
Q2 		– Sell
-970
Closed -$21.1K – 564
2025
Q1 		$21.1K Buy
+970
New +$20.8K 0.02% 333

Other funds holding IBDV

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Byrne Asset Management's IBDV Position: Q2 2025 in Review

Byrne Asset Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2025, closing a stake of 970 shares — an estimated $21.1K sold.

Byrne Asset Management first reported a position in IBDV in Q1 2025 and held it in 1 quarter. The position peaked at $21.1K in Q1 2025. 246 funds tracked by Wall St. Rank hold IBDV as of Q2 2025.

  • Byrne Asset Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Byrne Asset Management sold 970 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2025, an estimated $21.1K.
  • Byrne Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Byrne Asset Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $21.1K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2025.

Based on Byrne Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.