Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Koesten Hirschmann & Crabtree’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	$220K	Hold	10,385	–	–	0.09%	50
2026 Q2	$226K	Buy	+10,385	New	+$227K	0.09%	49
2025 Q4	–	Sell	-6,850	Closed	-$152K	–	125
2025 Q3	$152K	Hold	6,850	–	–	0.07%	45
2025 Q2	$151K	Hold	6,850	–	–	0.08%	45
2025 Q1	$149K	Hold	6,850	–	–	0.09%	41
2024 Q4	$146K	Buy	6,850 +1,000	+17%	+$21.6K	0.08%	42
2024 Q3	$130K	Hold	5,850	–	–	0.08%	46
2024 Q2	$125K	Hold	5,850	–	–	0.08%	46
2024 Q1	$125K	Hold	5,850	–	–	0.08%	46
2023 Q4	$127K	Buy	+5,850	New	+$121K	0.09%	36

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDV Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 10,385 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #50.

Koesten Hirschmann & Crabtree first reported a position in IBDV in Q4 2023 and has held it in 10 quarters since. The position peaked at $226K in Q2 2026. 145 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Koesten Hirschmann & Crabtree held 10,385 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $220K as of Q3 2026.
Koesten Hirschmann & Crabtree left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #50 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $226K in Q2 2026.
145 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.