FWIA
IBDV icon

Fort Washington Investment Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Fort Washington Investment 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
2025
Q4 		– Sell
-20,427
Closed -$452K – 426
2025
Q3 		$452K Buy
+20,427
New +$450K ﹤0.01% 336

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fort Washington Investment Advisors's IBDV Position: Q4 2025 in Review

Fort Washington Investment Advisors sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2025, closing a stake of 20,427 shares — an estimated $452K sold.

Fort Washington Investment Advisors first reported a position in IBDV in Q3 2025 and held it in 1 quarter. The position peaked at $452K in Q3 2025. 314 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • Fort Washington Investment Advisors reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 20,427 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $452K.
  • Fort Washington Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Fort Washington Investment Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $452K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.