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Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Paradigm Strategies in Wealth Management’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 		$1.34M Sell
61,323
-1,239
-2% -$27K 0.81% 23
2026
Q1 		$1.37M Sell
62,562
-3,295
-5% -$72.7K 0.93% 18
2025
Q4 		$1.45M Sell
65,857
-8,357
-11% -$185K 0.95% 19
2025
Q3 		$1.64M Buy
74,214
+2,405
+3% +$52.9K 1.05% 18
2025
Q2 		$1.58M Sell
71,809
-2,865
-4% -$62.1K 1.03% 19
2025
Q1 		$1.62M Sell
74,674
-4,271
-5% -$91.8K 1.09% 17
2024
Q4 		$1.69M Sell
78,945
-8,654
-10% -$187K 1.11% 16
2024
Q3 		$1.94M Buy
87,599
+19,029
+28% +$415K 1.22% 15
2024
Q2 		$1.46M Buy
68,570
+2,814
+4% +$59.4K 0.9% 19
2024
Q1 		$1.41M Buy
65,756
+38,496
+141% +$823K 0.87% 19
2023
Q4 		$590K Buy
27,260
+9,230
+51% +$191K 0.39% 24
2023
Q3 		$367K Buy
+18,030
New +$376K 0.23% 34

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

Paradigm Strategies in Wealth Management's IBDV Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2% in Q2 2026, selling an estimated $27K and leaving 61,323 shares worth $1.34M. The position accounts for 0.81% of the portfolio, ranked #23.

Paradigm Strategies in Wealth Management first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2024. 117 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 61,323 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.34M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 1,239 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $27K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.81% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.94M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.