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 Q3	$349K	Hold	16,493	–	–	0.01%	347
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

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

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 16,493 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #347.

Forvis Mazars Wealth Advisors first reported a position in IBDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $364K in Q4 2025. 261 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Forvis Mazars Wealth Advisors held 16,493 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $349K as of Q3 2026.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #347 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 4 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $364K in Q4 2025.
261 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.