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

MONECO 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	$926K	Sell	42,462 -4,062	-9%	-$88.6K	0.06%	274
2026 Q1	$1.02M	Buy	46,524 +8,628	+23%	+$190K	0.08%	208
2025 Q4	$836K	Buy	37,896 +5,118	+16%	+$113K	0.07%	232
2025 Q3	$726K	Sell	32,778 -2,214	-6%	-$48.7K	0.06%	242
2025 Q2	$769K	Sell	34,992 -187	-0.5%	-$4.05K	0.07%	224
2025 Q1	$764K	Buy	35,179 +1,874	+6%	+$40.3K	0.08%	209
2024 Q4	$711K	Buy	33,305 +802	+2%	+$17.3K	0.08%	220
2024 Q3	$721K	Buy	32,503 +1,069	+3%	+$23.3K	0.09%	196
2024 Q2	$668K	Buy	31,434 +2,644	+9%	+$55.8K	0.1%	196
2024 Q1	$616K	Buy	28,790 +14,986	+109%	+$320K	0.1%	215
2023 Q4	$299K	Buy	13,804 +40	+0.3%	+$827	0.06%	289
2023 Q3	$281K	Buy	13,764 +45	+0.3%	+$937	0.08%	263
2023 Q2	$291K	Buy	+13,719	New	+$292K	0.08%	261

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

MONECO Advisors's IBDV Position: Q2 2026 in Review

MONECO Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.7% in Q2 2026, selling an estimated $88.6K and leaving 42,462 shares worth $926K. The position accounts for 0.06% of the portfolio, ranked #274.

MONECO Advisors first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

MONECO Advisors held 42,462 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $926K as of Q2 2026.
MONECO Advisors sold 4,062 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $88.6K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of MONECO Advisors's portfolio in Q2 2026, its #274 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
MONECO Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.02M in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.