Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Forvis Mazars Wealth 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
2026 Q2	$360K	Hold	16,493	–	–	0.01%	350
2026 Q1	$361K	Hold	16,493	–	–	0.01%	328
2025 Q4	$364K	Buy	+16,493	New	+$365K	0.01%	325

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

Forvis Mazars Wealth Advisors's IBDV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 16,493 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #350.

Forvis Mazars Wealth Advisors first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $364K in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Forvis Mazars Wealth Advisors held 16,493 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $360K as of Q2 2026.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #350 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $364K in Q4 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.