Gratus Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Gratus 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	$34.7M	Buy	1,643,124 +1,803	+0.1%	+$38.8K	4.44%	10
2026 Q2	$35.8M	Buy	1,641,321 +41,511	+3%	+$906K	4.55%	9
2026 Q1	$35M	Buy	1,599,810 +116,823	+8%	+$2.58M	5.07%	8
2025 Q4	$32.7M	Buy	+1,482,987	New	+$32.8M	4.54%	10
2024 Q3	–	Sell	-10,249	Closed	-$220K	–	136
2024 Q2	$220K	Buy	+10,249	New	+$216K	0.04%	127

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Gratus Wealth Advisors's IBDV Position: Q3 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.11% in Q3 2026, buying an estimated $38.8K and bringing the position to 1,643,124 shares worth $34.7M. The position accounts for 4.44% of the portfolio, ranked #10.

Gratus Wealth Advisors first reported a position in IBDV in Q2 2024 and has held it in 5 quarters since. The position peaked at $35.8M in Q2 2026. 180 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Gratus Wealth Advisors held 1,643,124 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $34.7M as of Q3 2026.
Gratus Wealth Advisors bought 1,803 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $38.8K.
iShares iBonds Dec 2030 Term Corporate ETF made up 4.44% of Gratus Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 5 quarters since.
Gratus Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $35.8M in Q2 2026.
180 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.