JIR
IBDV icon

James Investment Research’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

James Investment Research’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
2024
Q4 		– Sell
-13,150
Closed -$292K – 335
2024
Q3 		$292K Buy
13,150
+1,200
+10% +$26.2K 0.03% 274
2024
Q2 		$254K Hold
11,950
– – 0.03% 278
2024
Q1 		$256K Hold
11,950
– – 0.03% 276
2023
Q4 		$259K Buy
+11,950
New +$247K 0.03% 264

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

James Investment Research's IBDV Position: Q4 2024 in Review

James Investment Research sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2024, closing a stake of 13,150 shares — an estimated $292K sold.

James Investment Research first reported a position in IBDV in Q4 2023 and held it in 4 quarters. The position peaked at $292K in Q3 2024. 212 funds tracked by Wall St. Rank hold IBDV as of Q4 2024.

  • James Investment Research reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • James Investment Research sold 13,150 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2024, an estimated $292K.
  • James Investment Research first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • James Investment Research's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $292K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2024.

Based on James Investment Research's 13F filing for Q4 2024, filed 30 Jan 2025.