IF
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Ironwood Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Ironwood Financial’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 		$12.2M Buy
555,651
+22,638
+4% +$499K 2.12% 10
2025
Q4 		$11.8M Buy
533,013
+37,048
+7% +$819K 1.99% 10
2025
Q3 		$11M Buy
495,965
+118,000
+31% +$2.6M 1.95% 11
2025
Q2 		$8.21M Hold
377,965
– – 1.76% 15
2025
Q1 		$8.21M Buy
377,965
+22,908
+6% +$492K 1.76% 15
2024
Q4 		$7.58M Buy
355,057
+11,330
+3% +$245K 1.59% 17
2024
Q3 		$7.62M Buy
343,727
+60,440
+21% +$1.32M 1.6% 18
2024
Q2 		$6.02M Buy
283,287
+27,144
+11% +$573K 1.35% 18
2024
Q1 		$5.48M Buy
256,143
+148,952
+139% +$3.18M 1.26% 23
2023
Q4 		$2.32M Buy
+107,191
New +$2.22M 0.56% 40

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