Johnson Bixby & Associates’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Johnson Bixby & Associates’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	$319K	Buy	14,569 +108	+0.7%	+$2.38K	0.04%	98
2025 Q4	$319K	Buy	14,461 +217	+2%	+$4.8K	0.04%	96
2025 Q3	$316K	Buy	14,244 +162	+1%	+$3.56K	0.04%	98
2025 Q2	$310K	Buy	14,082 +210	+2%	+$4.55K	0.04%	94
2025 Q1	$301K	Buy	13,872 +106	+0.8%	+$2.28K	0.05%	90
2024 Q4	$294K	Buy	13,766 +212	+2%	+$4.58K	0.04%	95
2024 Q3	$300K	Buy	13,554 +157	+1%	+$3.42K	0.05%	90
2024 Q2	$285K	Buy	13,397 +138	+1%	+$2.92K	0.05%	92
2024 Q1	$284K	Buy	13,259 +3,935	+42%	+$84.1K	0.05%	94
2023 Q4	$202K	Buy	+9,324	New	+$193K	0.04%	107

Other funds holding IBDV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return