Phillips Financial Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Phillips Financial 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 Q3	$85.6K	Hold	4,049	–	–	0.01%	228
2026 Q2	$88.3K	Hold	4,049	–	–	0.01%	231
2026 Q1	$88.6K	Hold	4,049	–	–	0.01%	218
2025 Q4	$89.4K	Hold	4,049	–	–	0.01%	233
2025 Q3	$89.7K	Hold	4,049	–	–	0.01%	239
2025 Q2	$89K	Hold	4,049	–	–	0.01%	207
2025 Q1	$87.9K	Hold	4,049	–	–	0.01%	199
2024 Q4	$86.5K	Hold	4,049	–	–	0.01%	197
2024 Q3	$89.8K	Buy	4,049 +568	+16%	+$12.4K	0.01%	206
2024 Q2	$74K	Buy	3,481 +2,341	+205%	+$49.4K	0.01%	208
2024 Q1	$24.4K	Buy	+1,140	New	+$24.4K	﹤0.01%	223

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Phillips Financial Management's IBDV Position: Q3 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 4,049 shares worth $85.6K. The position accounts for 0.01% of the portfolio, ranked #228.

Phillips Financial Management first reported a position in IBDV in Q1 2024 and has held it in 11 quarters since. The position peaked at $89.8K in Q3 2024. 112 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Phillips Financial Management held 4,049 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $85.6K as of Q3 2026.
Phillips Financial Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #228 holding.
Phillips Financial Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
Phillips Financial Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $89.8K in Q3 2024.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.