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 Q2	$320K	Buy	14,695 +126	+0.9%	+$2.75K	0.04%	108
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 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

Johnson Bixby & Associates's IBDV Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.86% in Q2 2026, buying an estimated $2.75K and bringing the position to 14,695 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #108.

Johnson Bixby & Associates first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Johnson Bixby & Associates held 14,695 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $320K as of Q2 2026.
Johnson Bixby & Associates bought 126 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.75K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #108 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.