IA
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return