MASECO Private Wealth’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MASECO Private Wealth’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 Q1	–	Sell	-1,165	Closed	-$25.7K	–	468
2025 Q4	$25.7K	Buy	+1,165	New	+$25.8K	﹤0.01%	236

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MASECO Private Wealth's IBDV Position: Q1 2026 in Review

MASECO Private Wealth sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 1,165 shares — an estimated $25.7K sold.

MASECO Private Wealth first reported a position in IBDV in Q4 2025 and held it in 1 quarter. The position peaked at $25.7K in Q4 2025. 336 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

MASECO Private Wealth reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 1,165 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $25.7K.
MASECO Private Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
MASECO Private Wealth's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $25.7K in Q4 2025.
336 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.