OFS
IBDV icon

Oldfather Financial Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Oldfather Financial Services’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
2025
Q4 		$1.46M Buy
65,985
+48,170
+270% +$1.07M 0.43% 33
2025
Q3 		$395K Buy
+17,815
New +$392K 0.12% 63

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oldfather Financial Services's IBDV Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 270% in Q4 2025, buying an estimated $1.07M and bringing the position to 65,985 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #33.

Oldfather Financial Services first reported a position in IBDV in Q3 2025 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • Oldfather Financial Services held 65,985 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.46M as of Q4 2025.
  • Oldfather Financial Services bought 48,170 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $1.07M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.43% of Oldfather Financial Services's portfolio in Q4 2025, its #33 holding.
  • Oldfather Financial Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.