Mosaic Family Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Mosaic Family Wealth Partners’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	$442K	Buy	20,287 +4,012	+25%	+$87.5K	0.03%	305
2026 Q1	$356K	Buy	16,275 +6,509	+67%	+$144K	0.04%	212
2025 Q4	$216K	Buy	9,766 +146	+2%	+$3.23K	0.02%	223
2025 Q3	$213K	Buy	+9,620	New	+$212K	0.02%	217

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

Mosaic Family Wealth Partners's IBDV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 25% in Q2 2026, buying an estimated $87.5K and bringing the position to 20,287 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #305.

Mosaic Family Wealth Partners first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Mosaic Family Wealth Partners held 20,287 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $442K as of Q2 2026.
Mosaic Family Wealth Partners bought 4,012 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $87.5K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #305 holding.
Mosaic Family Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.