IFP Advisors
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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
Q3 		$5.34M Buy
252,651
+10,227
+4% +$220K 0.09% 244
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors's IBDV Position: Q3 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.2% in Q3 2026, buying an estimated $220K and bringing the position to 252,651 shares worth $5.34M. The position accounts for 0.09% of the portfolio, ranked #244.

IFP Advisors first reported a position in IBDV in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.42M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • IFP Advisors held 252,651 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.34M as of Q3 2026.
  • IFP Advisors bought 10,227 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $220K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of IFP Advisors's portfolio in Q3 2026, its #244 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • IFP Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $5.42M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.