Next Level Wealth Planning
IBDV icon

Next Level Wealth Planning’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Next Level Wealth Planning’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
Q3 		$96.8K Buy
+4,580
New +$98.6K 0.04% 117

Other funds holding IBDV

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Next Level Wealth Planning's IBDV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026: 4,580 shares worth $96.8K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings.

226 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Next Level Wealth Planning held 4,580 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $96.8K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #117 holding.
  • 226 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.