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Monumental Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Monumental Financial Group’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
2024
Q3 		$21.5M Buy
968,370
+298,300
+45% +$6.51M 7.97% 5
2024
Q2 		$14.2M Buy
+670,070
New +$14.2M 6.21% 6

Other funds holding IBDV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Monumental Financial Group's IBDV Position: Q3 2024 in Review

Monumental Financial Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 45% in Q3 2024, buying an estimated $6.51M and bringing the position to 968,370 shares worth $21.5M. The position accounts for 7.97% of the portfolio, ranked #5.

Monumental Financial Group first reported a position in IBDV in Q2 2024 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold IBDV as of Q3 2024.

  • Monumental Financial Group held 968,370 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $21.5M as of Q3 2024.
  • Monumental Financial Group bought 298,300 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2024, an estimated $6.51M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 7.97% of Monumental Financial Group's portfolio in Q3 2024, its #5 holding.
  • Monumental Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.