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

Executive 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
2024
Q4 		$3.68M Buy
172,392
+46,093
+36% +$997K 0.29% 88
2024
Q3 		$2.8M Buy
126,299
+90,967
+257% +$1.98M 0.22% 100
2024
Q2 		$751K Buy
35,332
+14,309
+68% +$302K 0.14% 64
2024
Q1 		$445K Buy
21,023
+11,434
+119% +$244K 0.04% 160
2023
Q4 		$208K Buy
+9,589
New +$198K 0.02% 207

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's IBDV Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 36% in Q4 2024, buying an estimated $997K and bringing the position to 172,392 shares worth $3.68M. The position accounts for 0.29% of the portfolio, ranked #88.

Executive Wealth Management first reported a position in IBDV in Q4 2023 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold IBDV as of Q4 2024.

  • Executive Wealth Management held 172,392 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.68M as of Q4 2024.
  • Executive Wealth Management bought 46,093 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2024, an estimated $997K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.29% of Executive Wealth Management's portfolio in Q4 2024, its #88 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.