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Plancorp LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Plancorp LLC’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 		$201K Buy
9,294
+104
+1% +$2.27K ﹤0.01% 413
2026
Q1 		$201K Buy
+9,190
New +$203K 0.01% 362

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Plancorp LLC's IBDV Position: Q2 2026 in Review

Plancorp LLC increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q2 2026, buying an estimated $2.27K and bringing the position to 9,294 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Plancorp LLC first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $201K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Plancorp LLC held 9,294 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $201K as of Q2 2026.
  • Plancorp LLC bought 104 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.27K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #413 holding.
  • Plancorp LLC first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Plancorp LLC's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $201K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.