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HB Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

HB Wealth 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
2025
Q2 		– Sell
-10,459
Closed -$227K – 1223
2025
Q1 		$227K Buy
+10,459
New +$225K ﹤0.01% 1088

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HB Wealth Management's IBDV Position: Q2 2025 in Review

HB Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2025, closing a stake of 10,459 shares — an estimated $227K sold.

HB Wealth Management first reported a position in IBDV in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 246 funds tracked by Wall St. Rank hold IBDV as of Q2 2025.

  • HB Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 10,459 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2025, an estimated $227K.
  • HB Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • HB Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $227K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.