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GAMMA Investing’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

GAMMA Investing’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 		$217K Buy
10,285
+1,419
+16% +$30.5K 0.01% 1264
2026
Q2 		$193K Buy
8,866
+8,035
+967% +$175K 0.01% 1295
2026
Q1 		$18.2K Buy
+831
New +$18.3K ﹤0.01% 2760

Other funds holding IBDV

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GAMMA Investing's IBDV Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 16% in Q3 2026, buying an estimated $30.5K and bringing the position to 10,285 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1264.

GAMMA Investing first reported a position in IBDV in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • GAMMA Investing held 10,285 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $217K as of Q3 2026.
  • GAMMA Investing bought 1,419 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $30.5K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1264 holding.
  • GAMMA Investing first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.