Parkway Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Parkway 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	$10.2M	Buy	466,293 +3,349	+0.7%	+$73.1K	1.17%	21
2026 Q1	$10.1M	Buy	462,944 +44,181	+11%	+$974K	1.28%	19
2025 Q4	$9.24M	Buy	+418,763	New	+$9.26M	1.24%	20

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Parkway Wealth Management's IBDV Position: Q2 2026 in Review

Parkway Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.72% in Q2 2026, buying an estimated $73.1K and bringing the position to 466,293 shares worth $10.2M. The position accounts for 1.17% of the portfolio, ranked #21.

Parkway Wealth Management first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Parkway Wealth Management held 466,293 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $10.2M as of Q2 2026.
Parkway Wealth Management bought 3,349 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $73.1K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.17% of Parkway Wealth Management's portfolio in Q2 2026, its #21 holding.
Parkway Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.