ProVise Management Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

ProVise Management Group’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	$409K	Buy	18,784 +5,094	+37%	+$111K	0.03%	196
2026 Q1	$300K	Buy	+13,690	New	+$302K	0.02%	220

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

ProVise Management Group's IBDV Position: Q2 2026 in Review

ProVise Management Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 37% in Q2 2026, buying an estimated $111K and bringing the position to 18,784 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #196.

ProVise Management Group first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

ProVise Management Group held 18,784 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $409K as of Q2 2026.
ProVise Management Group bought 5,094 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $111K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of ProVise Management Group's portfolio in Q2 2026, its #196 holding.
ProVise Management Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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