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

Drive 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	$1.32M	Sell	60,425 -546	-0.9%	-$11.9K	0.23%	73
2026 Q1	$1.33M	Sell	60,971 -9,176	-13%	-$202K	0.28%	66
2025 Q4	$1.55M	Sell	70,147 -6,544	-9%	-$145K	0.3%	63
2025 Q3	$1.7M	Sell	76,691 -429	-0.6%	-$9.44K	0.36%	62
2025 Q2	$1.7M	Sell	77,120 -1,611	-2%	-$34.9K	0.37%	63
2025 Q1	$1.71M	Buy	+78,731	New	+$1.69M	0.4%	56

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

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

Drive Wealth Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.9% in Q2 2026, selling an estimated $11.9K and leaving 60,425 shares worth $1.32M. The position accounts for 0.23% of the portfolio, ranked #73.

Drive Wealth Management first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Drive Wealth Management held 60,425 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.32M as of Q2 2026.
Drive Wealth Management sold 546 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $11.9K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.23% of Drive Wealth Management's portfolio in Q2 2026, its #73 holding.
Drive Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Drive Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.71M in Q1 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.