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 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

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

Gratus Wealth Advisors's IBDV Position: Q2 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.6% in Q2 2026, buying an estimated $906K and bringing the position to 1,641,321 shares worth $35.8M. The position accounts for 4.55% of the portfolio, ranked #9.

Gratus Wealth Advisors first reported a position in IBDV in Q2 2024 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Gratus Wealth Advisors held 1,641,321 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $35.8M as of Q2 2026.
Gratus Wealth Advisors bought 41,511 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $906K.
iShares iBonds Dec 2030 Term Corporate ETF made up 4.55% of Gratus Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.