IWC
IBDV icon

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

Integrated Wealth Concepts’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 		$879K Sell
40,157
-2,364
-6% -$52.1K 0.01% 1193
2025
Q4 		$938K Buy
42,521
+278
+0.7% +$6.15K 0.01% 801
2025
Q3 		$936K Buy
42,243
+4,940
+13% +$109K 0.01% 1020
2025
Q2 		$820K Buy
37,303
+299
+0.8% +$6.48K 0.01% 1029
2025
Q1 		$804K Buy
37,004
+8,567
+30% +$184K 0.01% 920
2024
Q4 		$607K Buy
28,437
+868
+3% +$18.8K 0.01% 1042
2024
Q3 		$611K Sell
27,569
-2,239
-8% -$48.8K 0.01% 1000
2024
Q2 		$634K Buy
29,808
+2,626
+10% +$55.5K 0.01% 952
2024
Q1 		$582K Buy
27,182
+8,526
+46% +$182K 0.01% 982
2023
Q4 		$404K Buy
18,656
+8,054
+76% +$167K 0.01% 1095
2023
Q3 		$216K Hold
10,602
– – ﹤0.01% 1377
2023
Q2 		$225K Buy
+10,602
New +$226K ﹤0.01% 1366

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