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

Praetorian 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 		$6.63M Buy
304,213
+6,681
+2% +$146K 1.14% 20
2026
Q1 		$6.51M Buy
297,532
+20,530
+7% +$453K 1.24% 21
2025
Q4 		$6.11M Buy
277,002
+21,492
+8% +$475K 1.21% 22
2025
Q3 		$5.66M Buy
255,510
+8,176
+3% +$180K 1.16% 23
2025
Q2 		$5.44M Buy
247,334
+13,827
+6% +$299K 1.25% 23
2025
Q1 		$5.07M Buy
233,507
+49,471
+27% +$1.06M 1.24% 22
2024
Q4 		$3.93M Buy
184,036
+19,174
+12% +$415K 0.96% 26
2024
Q3 		$3.65M Buy
164,862
+10,468
+7% +$228K 0.91% 28
2024
Q2 		$3.28M Buy
154,394
+29,459
+24% +$622K 0.84% 29
2024
Q1 		$2.67M Buy
124,935
+44,360
+55% +$948K 0.71% 31
2023
Q4 		$1.74M Buy
+80,575
New +$1.67M 0.5% 31

Other funds holding IBDV

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return