KHC
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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
2025
Q4 		– Sell
-6,850
Closed -$152K – 128
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return