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

Instrumental Wealth’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	$2.37M	Buy	108,765 +565	+0.5%	+$12.3K	1.2%	12
2026 Q1	$2.37M	Buy	108,200 +682	+0.6%	+$15K	1.46%	12
2025 Q4	$2.39M	Buy	107,518 +10,607	+11%	+$235K	1.43%	12
2025 Q3	$2.15M	Buy	96,911 +4,593	+5%	+$101K	1.51%	13
2025 Q2	$2.01M	Buy	92,318 +2,415	+3%	+$52.3K	1.6%	11
2025 Q1	$1.95M	Buy	89,903 +529	+0.6%	+$11.4K	1.77%	11
2024 Q4	$1.93M	Buy	89,374 +7,635	+9%	+$165K	1.82%	9
2024 Q3	$1.78M	Buy	81,739 +2,743	+3%	+$59.8K	1.74%	12
2024 Q2	$1.7M	Buy	78,996 +2,727	+4%	+$57.6K	1.75%	13
2024 Q1	$1.61M	Sell	76,269 -983	-1%	-$21K	0.7%	14
2023 Q4	$1.65M	Buy	+77,252	New	+$1.6M	1.79%	12

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

Instrumental Wealth's IBDV Position: Q2 2026 in Review

Instrumental Wealth increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.52% in Q2 2026, buying an estimated $12.3K and bringing the position to 108,765 shares worth $2.37M. The position accounts for 1.2% of the portfolio, ranked #12.

Instrumental Wealth first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Instrumental Wealth held 108,765 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.37M as of Q2 2026.
Instrumental Wealth bought 565 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $12.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.2% of Instrumental Wealth's portfolio in Q2 2026, its #12 holding.
Instrumental Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Instrumental Wealth's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.39M in Q4 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.