RWM
IBDV icon

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 $11.9B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return