Redwood Financial Network’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Redwood Financial Network’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	$640K	Buy	29,342 +1,182	+4%	+$25.8K	0.35%	78
2026 Q1	$616K	Buy	28,160 +5,238	+23%	+$115K	0.4%	70
2025 Q4	$506K	Buy	22,922 +3,496	+18%	+$77.3K	0.32%	92
2025 Q3	$430K	Buy	19,426 +6,285	+48%	+$138K	0.27%	111
2025 Q2	$289K	Buy	13,141 +767	+6%	+$16.6K	0.2%	130
2025 Q1	$269K	Buy	12,374 +1,668	+16%	+$35.8K	0.2%	129
2024 Q4	$229K	Buy	+10,706	New	+$231K	0.17%	139

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

Redwood Financial Network's IBDV Position: Q2 2026 in Review

Redwood Financial Network increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.2% in Q2 2026, buying an estimated $25.8K and bringing the position to 29,342 shares worth $640K. The position accounts for 0.35% of the portfolio, ranked #78.

Redwood Financial Network first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Redwood Financial Network held 29,342 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $640K as of Q2 2026.
Redwood Financial Network bought 1,182 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $25.8K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.35% of Redwood Financial Network's portfolio in Q2 2026, its #78 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.