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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
Q2 		$328K Sell
15,043
-764
-5% -$16.7K 0.02% 135
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 $1.55T 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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Midland Wealth Advisors's IBDV Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.8% in Q2 2026, selling an estimated $16.7K and leaving 15,043 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #135.

Midland Wealth Advisors first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Midland Wealth Advisors held 15,043 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $328K as of Q2 2026.
  • Midland Wealth Advisors sold 764 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $16.7K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Midland Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Midland Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $346K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.