CWM
IBDV icon

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

Centricity 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
2025
Q2 		$1.14M Buy
51,865
+6,035
+13% +$131K 0.91% 22
2025
Q1 		$995K Buy
45,830
+1,120
+3% +$24.1K 0.9% 22
2024
Q4 		$955K Buy
+44,710
New +$967K 0.89% 21

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Centricity Wealth Management's IBDV Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q2 2025, buying an estimated $131K and bringing the position to 51,865 shares worth $1.14M. The position accounts for 0.91% of the portfolio, ranked #22.

Centricity Wealth Management first reported a position in IBDV in Q4 2024 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold IBDV as of Q2 2025.

  • Centricity Wealth Management held 51,865 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.14M as of Q2 2025.
  • Centricity Wealth Management bought 6,035 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2025, an estimated $131K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.91% of Centricity Wealth Management's portfolio in Q2 2025, its #22 holding.
  • Centricity Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.