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

Mendota Financial 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
2025
Q1 		– Sell
-36,930
Closed -$789K – 215
2024
Q4 		$789K Sell
36,930
-8,293
-18% -$179K 0.51% 18
2024
Q3 		$1M Buy
45,223
+4,170
+10% +$91K 0.48% 19
2024
Q2 		$873K Buy
41,053
+479
+1% +$10.1K 0.47% 20
2024
Q1 		$868K Buy
40,574
+14,245
+54% +$305K 0.51% 21
2023
Q4 		$570K Buy
+26,329
New +$544K 0.44% 31

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mendota Financial Group's IBDV Position: Q1 2025 in Review

Mendota Financial Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2025, closing a stake of 36,930 shares — an estimated $789K sold.

Mendota Financial Group first reported a position in IBDV in Q4 2023 and held it in 5 quarters. The position peaked at $1M in Q3 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

  • Mendota Financial Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 36,930 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $789K.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
  • Mendota Financial Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.