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

Ritholtz Wealth Management’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
2025 Q3	–	Sell	-15,815	Closed	-$348K	–	1076
2025 Q2	$348K	Sell	15,815 -935	-6%	-$20.3K	0.01%	752
2025 Q1	$364K	Hold	16,750	–	–	0.01%	685
2024 Q4	$358K	Buy	16,750 +2,750	+20%	+$59.5K	0.01%	656
2024 Q3	$310K	Buy	14,000 +3,200	+30%	+$69.8K	0.01%	692
2024 Q2	$230K	Hold	10,800	–	–	0.01%	728
2024 Q1	$231K	Hold	10,800	–	–	0.01%	708
2023 Q4	$234K	Hold	10,800	–	–	0.01%	662
2023 Q3	$220K	Buy	+10,800	New	+$225K	0.01%	631

Other funds holding IBDV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ritholtz Wealth Management's IBDV Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2025, closing a stake of 15,815 shares — an estimated $348K sold.

Ritholtz Wealth Management first reported a position in IBDV in Q3 2023 and held it in 8 quarters. The position peaked at $364K in Q1 2025. 269 funds tracked by Wall St. Rank hold IBDV as of Q3 2025.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 15,815 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2025, an estimated $348K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and held it in 8 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $364K in Q1 2025.
269 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.