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Roble Belko & Company’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Roble Belko & Company’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 		$2.24M Buy
102,380
+75,978
+288% +$1.68M 0.28% 42
2025
Q4 		$583K Hold
26,402
– – 0.08% 75
2025
Q3 		$585K Buy
26,402
+3,599
+16% +$79.2K 0.08% 73
2025
Q2 		$501K Hold
22,803
– – 0.07% 77
2025
Q1 		$495K Buy
22,803
+1,075
+5% +$23.1K 0.08% 75
2024
Q4 		$464K Buy
21,728
+2,816
+15% +$60.9K 0.07% 78
2024
Q3 		$419K Hold
18,912
– – 0.07% 77
2024
Q2 		$402K Hold
18,912
– – 0.07% 76
2024
Q1 		$405K Hold
18,912
– – 0.07% 79
2023
Q4 		$409K Sell
18,912
-15,095
-44% -$312K 0.08% 68
2023
Q3 		$693K Buy
34,007
+24,300
+250% +$506K 0.14% 54
2023
Q2 		$206K Buy
+9,707
New +$207K 0.04% 87

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return