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

Frisch Financial Group’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 Q1	–	Sell	-9,309	Closed	-$205K	–	170
2025 Q4	$205K	Sell	9,309 -1,302	-12%	-$28.8K	0.05%	158
2025 Q3	$235K	Buy	+10,611	New	+$234K	0.05%	134

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Frisch Financial Group's IBDV Position: Q1 2026 in Review

Frisch Financial Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 9,309 shares — an estimated $205K sold.

Frisch Financial Group first reported a position in IBDV in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q3 2025. 336 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Frisch Financial Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Frisch Financial Group sold 9,309 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $205K.
Frisch Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and held it in 2 quarters.
Frisch Financial Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $235K in Q3 2025.
336 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.