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

IFP 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	$5.28M	Sell	242,424 -5,181	-2%	-$113K	0.1%	230
2026 Q1	$5.42M	Buy	247,605 +20,092	+9%	+$443K	0.11%	204
2025 Q4	$5.02M	Buy	227,513 +100,822	+80%	+$2.23M	0.11%	199
2025 Q3	$2.81M	Sell	126,691 -7,155	-5%	-$157K	0.07%	296
2025 Q2	$2.94M	Buy	133,846 +9,452	+8%	+$205K	0.08%	265
2025 Q1	$2.7M	Buy	124,394 +30,374	+32%	+$653K	0.08%	286
2024 Q4	$2.01M	Buy	94,020 +2,726	+3%	+$58.9K	0.07%	339
2024 Q3	$2.02M	Sell	91,294 -852	-0.9%	-$18.6K	0.07%	299
2024 Q2	$1.96M	Buy	92,146 +20	+0%	+$422	0.08%	269
2024 Q1	$1.97M	Buy	92,126 +4,351	+5%	+$93K	0.09%	253
2023 Q4	$1.9M	Buy	87,775 +86,089	+5,106%	+$1.78M	0.09%	248
2023 Q3	$34.4K	Sell	1,686 -312	-16%	-$6.5K	﹤0.01%	1715
2023 Q2	$42.4K	Buy	1,998 +1,937	+3,175%	+$41.3K	﹤0.01%	1679
2023 Q1	$1.54K	Buy	+61	New	+$1.3K	﹤0.01%	2977

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

IFP Advisors's IBDV Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.1% in Q2 2026, selling an estimated $113K and leaving 242,424 shares worth $5.28M. The position accounts for 0.1% of the portfolio, ranked #230.

IFP Advisors first reported a position in IBDV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.42M in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

IFP Advisors held 242,424 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.28M as of Q2 2026.
IFP Advisors sold 5,181 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $113K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #230 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
IFP Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $5.42M in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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