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

Klingman & 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	$38.9M	Buy	1,838,301 +122,724	+7%	+$2.64M	1.62%	15
2026 Q2	$37.4M	Buy	1,715,577 +65,214	+4%	+$1.42M	1.59%	15
2026 Q1	$36.1M	Buy	1,650,363 +80,610	+5%	+$1.78M	1.73%	14
2025 Q4	$34.6M	Buy	1,569,753 +133,773	+9%	+$2.96M	1.67%	13
2025 Q3	$31.8M	Buy	1,435,980 +97,021	+7%	+$2.14M	1.6%	14
2025 Q2	$29.4M	Buy	1,338,959 +26,161	+2%	+$567K	1.62%	16
2025 Q1	$28.5M	Buy	1,312,798 +143,607	+12%	+$3.09M	1.75%	14
2024 Q4	$25M	Buy	1,169,191 +189,970	+19%	+$4.11M	1.54%	20
2024 Q3	$21.7M	Buy	979,221 +91,358	+10%	+$1.99M	1.34%	23
2024 Q2	$18.9M	Buy	887,863 +98,443	+12%	+$2.08M	1.28%	25
2024 Q1	$16.9M	Buy	789,420 +136,650	+21%	+$2.92M	1.17%	25
2023 Q4	$14.1M	Buy	652,770 +299,601	+85%	+$6.19M	1.04%	28
2023 Q3	$7.2M	Buy	353,169 +226,527	+179%	+$4.72M	0.58%	32
2023 Q2	$2.68M	Buy	+126,642	New	+$2.7M	0.22%	47

Other funds holding IBDV

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Klingman & Associates's IBDV Position: Q3 2026 in Review

Klingman & Associates increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 7.2% in Q3 2026, buying an estimated $2.64M and bringing the position to 1,838,301 shares worth $38.9M. The position accounts for 1.62% of the portfolio, ranked #15.

Klingman & Associates first reported a position in IBDV in Q2 2023 and has held it in 14 quarters since. 85 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Klingman & Associates held 1,838,301 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $38.9M as of Q3 2026.
Klingman & Associates bought 122,724 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $2.64M.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.62% of Klingman & Associates's portfolio in Q3 2026, its #15 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.