Clearstead Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Clearstead Advisors’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	$792K	Buy	36,319 +17,416	+92%	+$380K	0.01%	612
2026 Q1	$414K	Buy	18,903 +1,800	+11%	+$39.7K	﹤0.01%	764
2025 Q4	$377K	Buy	17,103 +1,210	+8%	+$26.8K	﹤0.01%	744
2025 Q3	$352K	Sell	15,893 -6,983	-31%	-$154K	﹤0.01%	735
2025 Q2	$541K	Buy	+22,876	New	+$495K	0.01%	593

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

Clearstead Advisors's IBDV Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 92% in Q2 2026, buying an estimated $380K and bringing the position to 36,319 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #612.

Clearstead Advisors first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Clearstead Advisors held 36,319 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $792K as of Q2 2026.
Clearstead Advisors bought 17,416 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $380K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #612 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.