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 Q2	$332K	Buy	15,227 +606	+4%	+$13.2K	0.2%	72
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 $1.55T 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

Robinson Smith Wealth Advisors's IBDV Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 15,227 shares worth $332K. The position accounts for 0.2% of the portfolio, ranked #72.

Robinson Smith Wealth Advisors first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Robinson Smith Wealth Advisors held 15,227 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $332K as of Q2 2026.
Robinson Smith Wealth Advisors bought 606 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $13.2K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.2% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #72 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 6 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.