REDW Wealth’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

REDW Wealth’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	$917K	Sell	42,045 -3,313	-7%	-$72.3K	0.33%	51
2026 Q1	$993K	Sell	45,358 -2,422	-5%	-$53.4K	0.4%	48
2025 Q4	$1.05M	Sell	47,780 -768	-2%	-$17K	0.4%	47
2025 Q3	$1.08M	Sell	48,548 -466	-1%	-$10.3K	0.41%	46
2025 Q2	$1.08M	Hold	49,014	–	–	0.43%	41
2025 Q1	$1.06M	Sell	49,014 -941	-2%	-$20.2K	0.4%	40
2024 Q4	$1.07M	Sell	49,955 -26,051	-34%	-$563K	0.37%	44
2024 Q3	$1.69M	Buy	76,006 +2,172	+3%	+$47.4K	0.43%	38
2024 Q2	$1.57M	Buy	73,834 +22,368	+43%	+$472K	0.41%	39
2024 Q1	$1.1M	Buy	51,466 +12,687	+33%	+$271K	0.3%	48
2023 Q4	$839K	Buy	38,779 +15,800	+69%	+$327K	0.24%	58
2023 Q3	$468K	Buy	22,979 +6,913	+43%	+$144K	0.14%	83
2023 Q2	$341K	Buy	+16,066	New	+$342K	0.1%	106

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

REDW Wealth's IBDV Position: Q2 2026 in Review

REDW Wealth reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 7.3% in Q2 2026, selling an estimated $72.3K and leaving 42,045 shares worth $917K. The position accounts for 0.33% of the portfolio, ranked #51.

REDW Wealth first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q3 2024. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

REDW Wealth held 42,045 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $917K as of Q2 2026.
REDW Wealth sold 3,313 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $72.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.33% of REDW Wealth's portfolio in Q2 2026, its #51 holding.
REDW Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
REDW Wealth's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.69M in Q3 2024.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.