Johnson Bixby & Associates
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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
Q3 		$312K Buy
14,745
+50
+0.3% +$1.08K 0.03% 107
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Johnson Bixby & Associates's IBDV Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.34% in Q3 2026, buying an estimated $1.08K and bringing the position to 14,745 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #107.

Johnson Bixby & Associates first reported a position in IBDV in Q4 2023 and has held it in 12 quarters since. The position peaked at $320K in Q2 2026. 112 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Johnson Bixby & Associates held 14,745 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $312K as of Q3 2026.
  • Johnson Bixby & Associates bought 50 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $1.08K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Johnson Bixby & Associates's portfolio in Q3 2026, its #107 holding.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Johnson Bixby & Associates's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $320K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.