Godshalk Welsh Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Godshalk Welsh Capital Management’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	$2.22M	Buy	101,850 +6,750	+7%	+$147K	1.2%	23
2026 Q1	$2.08M	Buy	95,100 +33,500	+54%	+$739K	1.21%	25
2025 Q4	$1.36M	Buy	61,600 +23,500	+62%	+$520K	0.78%	39
2025 Q3	$844K	Buy	38,100 +26,350	+224%	+$580K	0.48%	65
2025 Q2	$258K	Buy	+11,750	New	+$255K	0.16%	115

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

Godshalk Welsh Capital Management's IBDV Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 7.1% in Q2 2026, buying an estimated $147K and bringing the position to 101,850 shares worth $2.22M. The position accounts for 1.2% of the portfolio, ranked #23.

Godshalk Welsh Capital Management first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Godshalk Welsh Capital Management held 101,850 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.22M as of Q2 2026.
Godshalk Welsh Capital Management bought 6,750 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $147K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.2% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #23 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.