Robinson Smith Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Robinson Smith Wealth Advisors’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	$320K	Sell	14,621 -168	-1%	-$3.7K	0.22%	62
2025 Q4	$326K	Buy	14,789 +1,996	+16%	+$44.1K	0.22%	65
2025 Q3	$283K	Buy	12,793 +1,016	+9%	+$22.4K	0.2%	69
2025 Q2	$259K	Buy	11,777 +49	+0.4%	+$1.06K	0.21%	68
2025 Q1	$255K	Buy	+11,728	New	+$252K	0.21%	72

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Robinson Smith Wealth Advisors's IBDV Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q1 2026, selling an estimated $3.7K and leaving 14,621 shares worth $320K. The position accounts for 0.22% of the portfolio, ranked #62.

Robinson Smith Wealth Advisors first reported a position in IBDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Robinson Smith Wealth Advisors held 14,621 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $320K as of Q1 2026.
Robinson Smith Wealth Advisors sold 168 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $3.7K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.22% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $326K in Q4 2025.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.