Diversify Advisory Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$270K Buy
12,692
+283
+2% +$6.09K ﹤0.01% 1130
2026
Q2
$268K Buy
+12,409
New +$271K ﹤0.01% 1096
2026
Q1
– Sell
-10,826
Closed -$239K – 505
2025
Q4
$239K Buy
10,826
+317
+3% +$7.01K 0.01% 819
2025
Q3
$232K Buy
10,509
+176
+2% +$3.87K 0.01% 801
2025
Q2
$227K Buy
+10,333
New +$224K 0.01% 753

Other funds holding IBDV

Diversify Advisory Services's IBDV Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.3% in Q3 2026, buying an estimated $6.09K and bringing the position to 12,692 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Diversify Advisory Services first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Diversify Advisory Services held 12,692 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $270K as of Q3 2026.
  • Diversify Advisory Services bought 283 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $6.09K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1130 holding.
  • Diversify Advisory Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.