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 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

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

Phillips Financial Management's IBDV Position: Q2 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 4,049 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #231.

Phillips Financial Management first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $89.8K in Q3 2024. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Phillips Financial Management held 4,049 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $88.3K as of Q2 2026.
Phillips Financial Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #231 holding.
Phillips Financial Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Phillips Financial Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $89.8K in Q3 2024.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.