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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
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

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBDV Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 22% in Q2 2026, buying an estimated $159K and bringing the position to 40,689 shares worth $887K. The position accounts for 0.14% of the portfolio, ranked #37.

Conrad Siegel Investment Advisors first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Conrad Siegel Investment Advisors held 40,689 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $887K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 7,272 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $159K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #37 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 3 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.