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 Q2	$384K	Buy	17,594 +418	+2%	+$9.12K	0.01%	1081
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 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

Mutual Advisors's IBDV Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.4% in Q2 2026, buying an estimated $9.12K and bringing the position to 17,594 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1081.

Mutual Advisors first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q2 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Mutual Advisors held 17,594 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $384K as of Q2 2026.
Mutual Advisors bought 418 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $9.12K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1081 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Mutual Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $460K in Q2 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.