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

Merit 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
2026 Q3	$3.48M	Buy	164,729 +35,243	+27%	+$759K	0.02%	571
2026 Q2	$2.82M	Buy	129,486 +36,261	+39%	+$791K	0.02%	610
2026 Q1	$2.04M	Buy	93,225 +28,838	+45%	+$636K	0.02%	676
2025 Q4	$1.42M	Buy	64,387 +15,339	+31%	+$339K	0.01%	777
2025 Q3	$1.09M	Buy	49,048 +17,255	+54%	+$380K	0.01%	828
2025 Q2	$699K	Buy	+31,793	New	+$689K	0.01%	950

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Merit Financial Group's IBDV Position: Q3 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 27% in Q3 2026, buying an estimated $759K and bringing the position to 164,729 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #571.

Merit Financial Group first reported a position in IBDV in Q2 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Merit Financial Group held 164,729 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.48M as of Q3 2026.
Merit Financial Group bought 35,243 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $759K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #571 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.