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 Q2	$410K	Buy	18,821 +3,335	+22%	+$72.8K	0.07%	215
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 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

Kesler Norman & Wride's IBDV Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 22% in Q2 2026, buying an estimated $72.8K and bringing the position to 18,821 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #215.

Kesler Norman & Wride first reported a position in IBDV in Q2 2022 and has held it in 17 quarters since. The position peaked at $417K in Q3 2024. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Kesler Norman & Wride held 18,821 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $410K as of Q2 2026.
Kesler Norman & Wride bought 3,335 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $72.8K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.07% of Kesler Norman & Wride's portfolio in Q2 2026, its #215 holding.
Kesler Norman & Wride first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Kesler Norman & Wride's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $417K in Q3 2024.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.