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

Nestegg 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 		$831K Sell
38,099
-30,328
-44% -$662K 0.59% 21
2026
Q1 		$1.5M Sell
68,427
-142,546
-68% -$3.14M 1.32% 15
2025
Q4 		$4.66M Sell
210,973
-185,951
-47% -$4.11M 3.98% 8
2025
Q3 		$8.79M Sell
396,924
-19,505
-5% -$429K 7.81% 4
2025
Q2 		$9.15M Buy
416,429
+42,405
+11% +$919K 8.81% 4
2025
Q1 		$8.12M Buy
374,024
+83,819
+29% +$1.8M 8.63% 4
2024
Q4 		$6.23M Buy
+290,205
New +$6.28M 6.31% 4

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Nestegg Advisors's IBDV Position: Q2 2026 in Review

Nestegg Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 44% in Q2 2026, selling an estimated $662K and leaving 38,099 shares worth $831K. The position accounts for 0.59% of the portfolio, ranked #21.

Nestegg Advisors first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.15M in Q2 2025. 117 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Nestegg Advisors held 38,099 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $831K as of Q2 2026.
  • Nestegg Advisors sold 30,328 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $662K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.59% of Nestegg Advisors's portfolio in Q2 2026, its #21 holding.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Nestegg Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $9.15M in Q2 2025.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.