Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.97M	Buy	136,250 +17,550	+15%	+$383K	0.29%	64
2026 Q1	$2.59M	Buy	118,700 +17,800	+18%	+$392K	0.26%	71
2025 Q4	$2.23M	Buy	100,900 +9,950	+11%	+$220K	0.29%	77
2025 Q3	$2.01M	Buy	90,950 +9,700	+12%	+$213K	0.28%	82
2025 Q2	$1.79M	Buy	81,250 +6,800	+9%	+$147K	0.27%	86
2025 Q1	$1.62M	Buy	74,450 +14,900	+25%	+$320K	0.25%	86
2024 Q4	$1.27M	Buy	59,550 +43,950	+282%	+$950K	0.2%	98
2024 Q3	$346K	Buy	15,600 +14,900	+2,129%	+$325K	0.06%	143
2024 Q2	$14.9K	Buy	+700	New	+$14.8K	﹤0.01%	400

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

Laurel Wealth Advisors (North Carolina)'s IBDV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 15% in Q2 2026, buying an estimated $383K and bringing the position to 136,250 shares worth $2.97M. The position accounts for 0.29% of the portfolio, ranked #64.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 136,250 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.97M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 17,550 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $383K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.29% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #64 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.