Focus Partners Wealth’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Focus Partners Wealth’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	$722K	Buy	33,135 +1,743	+6%	+$38K	﹤0.01%	1779
2026 Q1	$687K	Buy	31,392 +873	+3%	+$19.3K	﹤0.01%	1780
2025 Q4	$674K	Hold	30,519	–	–	﹤0.01%	1816
2025 Q3	$676K	Hold	30,519	–	–	﹤0.01%	1459
2025 Q2	$671K	Buy	+30,519	New	+$661K	﹤0.01%	1301

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

Focus Partners Wealth's IBDV Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.6% in Q2 2026, buying an estimated $38K and bringing the position to 33,135 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Focus Partners Wealth first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Focus Partners Wealth held 33,135 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $722K as of Q2 2026.
Focus Partners Wealth bought 1,743 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $38K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1779 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.