LifePlan Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

LifePlan Financial’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	$2.88M	Buy	132,284 +2,669	+2%	+$58.2K	2.02%	10
2026 Q1	$2.84M	Buy	129,615 +7,253	+6%	+$160K	2.1%	11
2025 Q4	$2.7M	Buy	122,362 +2,900	+2%	+$64.1K	2.07%	8
2025 Q3	$2.65M	Buy	119,462 +33,332	+39%	+$734K	2.1%	11
2025 Q2	$1.89M	Buy	86,130 +24,053	+39%	+$521K	1.57%	18
2025 Q1	$1.35M	Buy	62,077 +22,363	+56%	+$481K	1.18%	21
2024 Q4	$848K	Buy	+39,714	New	+$859K	0.75%	42

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

LifePlan Financial's IBDV Position: Q2 2026 in Review

LifePlan Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.1% in Q2 2026, buying an estimated $58.2K and bringing the position to 132,284 shares worth $2.88M. The position accounts for 2.02% of the portfolio, ranked #10.

LifePlan Financial first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

LifePlan Financial held 132,284 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.88M as of Q2 2026.
LifePlan Financial bought 2,669 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $58.2K.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.02% of LifePlan Financial's portfolio in Q2 2026, its #10 holding.
LifePlan Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.