OFA
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Oak Family Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Oak Family 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 		– Sell
-17,203
Closed -$380K – 122
2025
Q4 		$380K Buy
17,203
+7,294
+74% +$161K 0.12% 86
2025
Q3 		$219K Sell
9,909
-1,496
-13% -$32.9K 0.07% 101
2025
Q2 		$251K Sell
11,405
-8,824
-44% -$191K 0.09% 87
2025
Q1 		$439K Sell
20,229
-117,376
-85% -$2.52M 0.18% 65
2024
Q4 		$2.94M Sell
137,605
-69,987
-34% -$1.51M 1.15% 33
2024
Q3 		$4.6M Sell
207,592
-1,490
-0.7% -$32.5K 1.66% 22
2024
Q2 		$4.45M Buy
209,082
+1,321
+0.6% +$27.9K 1.69% 23
2024
Q1 		$4.45M Buy
207,761
+16,847
+9% +$360K 1.71% 21
2023
Q4 		$4.13M Buy
+190,914
New +$3.95M 1.74% 23

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