Envestnet Asset Management
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Envestnet Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Envestnet Asset 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
Q1 		$8.47M Buy
386,766
+181,930
+89% +$4.01M ﹤0.01% 1939
2025
Q4 		$4.52M Sell
204,836
-102,498
-33% -$2.27M ﹤0.01% 2245
2025
Q3 		$6.81M Sell
307,334
-2,290,110
-88% -$50.4M ﹤0.01% 2024
2025
Q2 		$57.1M Buy
2,597,444
+2,251,694
+651% +$48.8M 0.02% 699
2025
Q1 		$7.51M Sell
345,750
-203,051
-37% -$4.36M ﹤0.01% 1851
2024
Q4 		$11.7M Buy
548,801
+212,293
+63% +$4.59M ﹤0.01% 1529
2024
Q3 		$7.46M Buy
336,508
+150,604
+81% +$3.29M ﹤0.01% 1845
2024
Q2 		$3.95M Buy
185,904
+58,742
+46% +$1.24M ﹤0.01% 2187
2024
Q1 		$2.72M Buy
127,162
+9,242
+8% +$198K ﹤0.01% 2377
2023
Q4 		$2.55M Sell
117,920
-10,056
-8% -$208K ﹤0.01% 2316
2023
Q3 		$2.61M Buy
127,976
+51,357
+67% +$1.07M ﹤0.01% 2224
2023
Q2 		$1.62M Sell
76,619
-2,479
-3% -$52.8K ﹤0.01% 2409
2023
Q1 		$1.7M Sell
79,098
-4,919
-6% -$105K ﹤0.01% 2300
2022
Q4 		$1.75M Buy
+84,017
New +$1.73M ﹤0.01% 2258

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return