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GPS Wealth Strategies Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-932
Closed -$20.6K – 1012
2025
Q3 		$20.6K Buy
932
+11
+1% +$242 ﹤0.01% 893
2025
Q2 		$20.2K Buy
+921
New +$19.9K ﹤0.01% 853

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GPS Wealth Strategies Group's IBDV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2025, closing a stake of 932 shares — an estimated $20.6K sold.

GPS Wealth Strategies Group first reported a position in IBDV in Q2 2025 and held it in 2 quarters. The position peaked at $20.6K in Q3 2025. 315 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 932 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $20.6K.
  • GPS Wealth Strategies Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • GPS Wealth Strategies Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $20.6K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.