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Conrad Siegel Investment Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Conrad Siegel Investment 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
Q3 		$964K Buy
45,623
+4,934
+12% +$106K 0.16% 36
2026
Q2 		$887K Buy
40,689
+7,272
+22% +$159K 0.14% 37
2026
Q1 		$731K Buy
33,417
+22,513
+206% +$496K 0.13% 37
2025
Q4 		$241K Buy
+10,904
New +$241K 0.05% 54

Other funds holding IBDV

Venture Visionary Partners
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
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBDV Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q3 2026, buying an estimated $106K and bringing the position to 45,623 shares worth $964K. The position accounts for 0.16% of the portfolio, ranked #36.

Conrad Siegel Investment Advisors first reported a position in IBDV in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Conrad Siegel Investment Advisors held 45,623 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $964K as of Q3 2026.
  • Conrad Siegel Investment Advisors bought 4,934 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $106K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.16% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #36 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.