Diversify Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Diversify Wealth Management’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	$268K	Buy	12,409 +1,553	+14%	+$33.9K	﹤0.01%	1096
2026 Q1	$237K	Buy	+10,856	New	+$239K	﹤0.01%	1038

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

Diversify Wealth Management's IBDV Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 14% in Q2 2026, buying an estimated $33.9K and bringing the position to 12,409 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Diversify Wealth Management first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Diversify Wealth Management held 12,409 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $268K as of Q2 2026.
Diversify Wealth Management bought 1,553 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $33.9K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1096 holding.
Diversify Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.