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Coastline Trust’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Coastline Trust’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
Q3 		$27.8K Hold
1,316
– – ﹤0.01% 287
2026
Q2 		$28.7K Hold
1,316
– – ﹤0.01% 313
2026
Q1 		$28.8K Hold
1,316
– – ﹤0.01% 313
2025
Q4 		$29K Hold
1,316
– – ﹤0.01% 306
2025
Q3 		$29.1K Hold
1,316
– – ﹤0.01% 296
2025
Q2 		$28.9K Buy
+1,316
New +$28.5K ﹤0.01% 299

Other funds holding IBDV

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Coastline Trust's IBDV Position: Q3 2026 in Review

Coastline Trust held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 1,316 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Coastline Trust first reported a position in IBDV in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.1K in Q3 2025. 39 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Coastline Trust held 1,316 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $27.8K as of Q3 2026.
  • Coastline Trust left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #287 holding.
  • Coastline Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
  • Coastline Trust's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $29.1K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.