KNW
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Kesler Norman & Wride’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Kesler Norman & Wride’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 		$339K Buy
15,486
+2,700
+21% +$59.5K 0.06% 214
2025
Q4 		$282K Buy
12,786
+698
+6% +$15.4K 0.05% 216
2025
Q3 		$258K Hold
12,088
– – 0.05% 208
2025
Q2 		$266K Hold
12,088
– – 0.05% 205
2025
Q1 		$263K Hold
12,088
– – 0.05% 199
2024
Q4 		$258K Sell
12,088
-6,717
-36% -$145K 0.06% 203
2024
Q3 		$417K Buy
18,805
+2,327
+14% +$50.8K 0.08% 187
2024
Q2 		$350K Hold
16,478
– – 0.07% 154
2024
Q1 		$353K Sell
16,478
-14
-0.1% -$299 0.07% 137
2023
Q4 		$357K Buy
16,492
+5,098
+45% +$105K 0.08% 135
2023
Q3 		$232K Sell
11,394
-1,326
-10% -$27.6K 0.06% 149
2023
Q2 		$270K Sell
12,720
-16
-0.1% -$341 0.07% 143
2023
Q1 		$274K Sell
12,736
-143
-1% -$3.04K 0.07% 141
2022
Q4 		$268K Sell
12,879
-811
-6% -$16.7K 0.07% 146
2022
Q3 		$277K Sell
13,690
-263
-2% -$5.65K 0.08% 145
2022
Q2 		$299K Buy
+13,953
New +$305K 0.08% 135

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
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
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return