Koshinski Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Koshinski Asset Management’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	$346K	Sell	15,852 -30	-0.2%	-$654	0.02%	562
2026 Q1	$348K	Buy	15,882 +2,173	+16%	+$47.9K	0.02%	537
2025 Q4	$303K	Buy	13,709 +1,215	+10%	+$26.9K	0.02%	563
2025 Q3	$277K	Buy	12,494 +485	+4%	+$10.7K	0.02%	589
2025 Q2	$264K	Buy	+12,009	New	+$260K	0.02%	570
2022 Q2	–	Sell	-4,101	Closed	-$95K	–	1217
2022 Q1	$95K	Buy	4,101 +94	+2%	+$2.25K	0.01%	848
2021 Q4	$101K	Sell	4,007 -38	-0.9%	-$955	0.01%	858
2021 Q3	$102K	Buy	+4,045	New	+$104K	0.01%	835

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

Koshinski Asset Management's IBDV Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.19% in Q2 2026, selling an estimated $654 and leaving 15,852 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #562.

Koshinski Asset Management first reported a position in IBDV in Q3 2021 and has held it in 8 quarters since. The position peaked at $348K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Koshinski Asset Management held 15,852 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $346K as of Q2 2026.
Koshinski Asset Management sold 30 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $654.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #562 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2021 and has held it in 8 quarters since.
Koshinski Asset Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $348K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.