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 Q2	$10.3M	Buy	474,157 +18,401	+4%	+$401K	1.57%	31
2026 Q1	$9.98M	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

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

MinichMacGregor Wealth Management's IBDV Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4% in Q2 2026, buying an estimated $401K and bringing the position to 474,157 shares worth $10.3M. The position accounts for 1.57% of the portfolio, ranked #31.

MinichMacGregor Wealth Management first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

MinichMacGregor Wealth Management held 474,157 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $10.3M as of Q2 2026.
MinichMacGregor Wealth Management bought 18,401 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $401K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.57% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #31 holding.
MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.