Droms Strauss Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Droms Strauss 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	$5.76M	Buy	264,107 +8,758	+3%	+$191K	1.31%	17
2026 Q1	$5.59M	Buy	255,349 +404	+0.2%	+$8.91K	1.46%	15
2025 Q4	$5.63M	Buy	254,945 +20,026	+9%	+$443K	1.48%	14
2025 Q3	$5.2M	Buy	234,919 +23,660	+11%	+$521K	1.51%	13
2025 Q2	$4.64M	Buy	+211,259	New	+$4.58M	1.42%	14

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

Droms Strauss Advisors's IBDV Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.4% in Q2 2026, buying an estimated $191K and bringing the position to 264,107 shares worth $5.76M. The position accounts for 1.31% of the portfolio, ranked #17.

Droms Strauss Advisors first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Droms Strauss Advisors held 264,107 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.76M as of Q2 2026.
Droms Strauss Advisors bought 8,758 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $191K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.31% of Droms Strauss Advisors's portfolio in Q2 2026, its #17 holding.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.