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Prosperity Planning’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Prosperity Planning’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 		– Hold
0
– – – 90
2026
Q2 		– Hold
0
– – – 83
2026
Q1 		– Hold
0
– – – 82
2025
Q4 		– Hold
0
– – – 81
2025
Q3 		– Hold
0
– – – 87
2025
Q2 		– Hold
0
– – – 85
2025
Q1 		– Hold
0
– – – 83
2024
Q4 		– Hold
0
– – – 84
2024
Q3 		– Sell
-15,174
Closed -$331K – 85
2024
Q2 		$323K Buy
+15,174
New +$320K 0.11% 84

Other funds holding IBDV

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Prosperity Planning's IBDV Position: Q3 2026 in Review

Prosperity Planning held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 0 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #90.

Prosperity Planning first reported a position in IBDV in Q2 2024 and has held it in 1 quarter since. The position peaked at $323K in Q2 2024. 45 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Prosperity Planning held 0 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $401K as of Q3 2026.
  • Prosperity Planning left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Prosperity Planning's portfolio in Q3 2026, its #90 holding.
  • Prosperity Planning first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $323K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.