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

OneDigital Investment 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 		$4.76M Sell
218,486
-30,853
-12% -$673K 0.04% 319
2026
Q1 		$5.46M Buy
249,339
+964
+0.4% +$21.3K 0.05% 270
2025
Q4 		$5.48M Buy
+248,375
New +$5.49M 0.05% 262

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

OneDigital Investment Advisors's IBDV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q2 2026, selling an estimated $673K and leaving 218,486 shares worth $4.76M. The position accounts for 0.04% of the portfolio, ranked #319.

OneDigital Investment Advisors first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.48M in Q4 2025. 292 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • OneDigital Investment Advisors held 218,486 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.76M as of Q2 2026.
  • OneDigital Investment Advisors sold 30,853 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $673K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $5.48M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.