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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
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

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Morgan Stanley
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Raymond James Financial
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CIA
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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return