Great Valley Advisor Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Great Valley Advisor 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
2026 Q2	$521K	Sell	23,917 -586	-2%	-$12.8K	0.01%	712
2026 Q1	$536K	Buy	24,503 +1,462	+6%	+$32.2K	0.01%	666
2025 Q4	$508K	Buy	+23,041	New	+$510K	0.01%	624

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

Great Valley Advisor Group's IBDV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.4% in Q2 2026, selling an estimated $12.8K and leaving 23,917 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #712.

Great Valley Advisor Group first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $536K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Great Valley Advisor Group held 23,917 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $521K as of Q2 2026.
Great Valley Advisor Group sold 586 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $12.8K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #712 holding.
Great Valley Advisor Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Great Valley Advisor Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $536K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.