M3 Advisory Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

M3 Advisory Group’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	$339K	Buy	+16,050	New	+$346K	0.17%	96

Other funds holding IBDV

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

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

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M3 Advisory Group's IBDV Position: Q3 2026 in Review

M3 Advisory Group opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026: 16,050 shares worth $339K. The stake represents 0.17% of the portfolio and ranks #96 among its holdings.

273 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

M3 Advisory Group held 16,050 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $339K as of Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new M3 Advisory Group position in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.17% of M3 Advisory Group's portfolio in Q3 2026, its #96 holding.
273 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on M3 Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.