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

Mutual 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
Q1 		$376K Sell
17,176
-2,534
-13% -$55.9K 0.01% 1025
2025
Q4 		$435K Hold
19,710
– – 0.01% 940
2025
Q3 		$438K Sell
19,710
-1,280
-6% -$28.2K 0.01% 912
2025
Q2 		$460K Buy
20,990
+80
+0.4% +$1.73K 0.01% 825
2025
Q1 		$454K Buy
20,910
+1,990
+11% +$42.8K 0.01% 754
2024
Q4 		$404K Buy
18,920
+3,923
+26% +$84.8K 0.01% 783
2024
Q3 		$325K Hold
14,997
– – 0.01% 858
2024
Q2 		$324K Buy
14,997
+514
+4% +$10.9K 0.01% 854
2024
Q1 		$310K Buy
14,483
+4,336
+43% +$92.7K 0.01% 854
2023
Q4 		$220K Buy
+10,147
New +$210K 0.01% 934

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return