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 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HPC

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

Merit Financial Group's IBDV Position: Q2 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 39% in Q2 2026, buying an estimated $791K and bringing the position to 129,486 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #610.

Merit Financial Group first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Merit Financial Group held 129,486 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.82M as of Q2 2026.
Merit Financial Group bought 36,261 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $791K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #610 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.