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

Midland Wealth Advisors’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 		$346K Buy
15,807
+448
+3% +$9.88K 0.02% 129
2025
Q4 		$339K Buy
15,359
+5,657
+58% +$125K 0.02% 126
2025
Q3 		$215K Buy
+9,702
New +$214K 0.01% 165

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Midland Wealth Advisors's IBDV Position: Q1 2026 in Review

Midland Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.9% in Q1 2026, buying an estimated $9.88K and bringing the position to 15,807 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #129.

Midland Wealth Advisors first reported a position in IBDV in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Midland Wealth Advisors held 15,807 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $346K as of Q1 2026.
  • Midland Wealth Advisors bought 448 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $9.88K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q1 2026, its #129 holding.
  • Midland Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.