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

Members 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
Q2 		$5.03M Buy
230,622
+24,364
+12% +$532K 2.76% 6
2026
Q1 		$4.53M Buy
206,258
+12,378
+6% +$273K 2.7% 6
2025
Q4 		$4.28M Buy
193,880
+3,256
+2% +$72K 2.68% 6
2025
Q3 		$4.22M Buy
+190,624
New +$4.2M 2.67% 7
2025
Q1 		$3.97M Sell
182,963
-1,691
-0.9% -$36.3K 3% 6
2024
Q4 		$3.94M Buy
+184,654
New +$3.99M 2.94% 6
2024
Q2 		$3.75M Buy
+172,015
New +$3.63M 2.51% 9

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Members Wealth's IBDV Position: Q2 2026 in Review

Members Wealth increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q2 2026, buying an estimated $532K and bringing the position to 230,622 shares worth $5.03M. The position accounts for 2.76% of the portfolio, ranked #6.

Members Wealth first reported a position in IBDV in Q2 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Members Wealth held 230,622 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.03M as of Q2 2026.
  • Members Wealth bought 24,364 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $532K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.76% of Members Wealth's portfolio in Q2 2026, its #6 holding.
  • Members Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.