JDM Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

JDM Financial Group’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	$67.1K	Sell	3,079 -1,804	-37%	-$39.4K	0.02%	98
2026 Q1	$107K	Sell	4,883 -1,454	-23%	-$32.1K	0.04%	76
2025 Q4	$140K	Sell	6,337 -33	-0.5%	-$730	0.05%	70
2025 Q3	$141K	Buy	+6,370	New	+$140K	0.06%	64

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

JDM Financial Group's IBDV Position: Q2 2026 in Review

JDM Financial Group reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 37% in Q2 2026, selling an estimated $39.4K and leaving 3,079 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #98.

JDM Financial Group first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $141K in Q3 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

JDM Financial Group held 3,079 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $67.1K as of Q2 2026.
JDM Financial Group sold 1,804 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $39.4K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #98 holding.
JDM Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
JDM Financial Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $141K in Q3 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.