MinichMacGregor Wealth Management
IBDV icon

MinichMacGregor Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MinichMacGregor Wealth Management’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 		$10.3M Buy
489,183
+15,026
+3% +$323K 1.67% 28
2026
Q2 		$10.3M Buy
474,157
+18,401
+4% +$401K 1.57% 31
2026
Q1 		$10M Buy
455,756
+29,118
+7% +$642K 1.76% 26
2025
Q4 		$9.42M Buy
426,638
+29,438
+7% +$651K 1.71% 25
2025
Q3 		$8.8M Buy
397,200
+2,882
+0.7% +$63.4K 1.72% 26
2025
Q2 		$8.67M Sell
394,318
-1,195
-0.3% -$25.9K 1.85% 26
2025
Q1 		$8.59M Buy
395,513
+22,913
+6% +$492K 1.92% 19
2024
Q4 		$7.96M Buy
+372,600
New +$8.06M 1.65% 28

Other funds holding IBDV

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

MinichMacGregor Wealth Management's IBDV Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.2% in Q3 2026, buying an estimated $323K and bringing the position to 489,183 shares worth $10.3M. The position accounts for 1.67% of the portfolio, ranked #28.

MinichMacGregor Wealth Management first reported a position in IBDV in Q4 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • MinichMacGregor Wealth Management held 489,183 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $10.3M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 15,026 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $323K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 1.67% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #28 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.