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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return