Financial Consulate’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Financial Consulate’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 Q3	$12.9K	Buy	+608	New	+$13.1K	﹤0.01%	630

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Financial Consulate's IBDV Position: Q3 2026 in Review

Financial Consulate opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026: 608 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings.

123 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Financial Consulate held 608 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $12.9K as of Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Financial Consulate position in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #630 holding.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.