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

RVW Wealth’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 Q3	$25.9M	Sell	1,224,215 -85,061	-6%	-$1.83M	1.66%	22
2026 Q2	$28.5M	Buy	1,309,276 +103,166	+9%	+$2.25M	1.88%	16
2026 Q1	$26.4M	Buy	1,206,110 +92,958	+8%	+$2.05M	2.06%	17
2025 Q4	$24.6M	Buy	+1,113,152	New	+$24.6M	1.88%	20
2021 Q3	–	Sell	-8,129	Closed	–	–	100
2021 Q2	$0	Buy	+8,129	New	+$204K	﹤0.01%	93

Other funds holding IBDV

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

RVW Wealth's IBDV Position: Q3 2026 in Review

RVW Wealth reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.5% in Q3 2026, selling an estimated $1.83M and leaving 1,224,215 shares worth $25.9M. The position accounts for 1.66% of the portfolio, ranked #22.

RVW Wealth first reported a position in IBDV in Q2 2021 and has held it in 5 quarters since. The position peaked at $28.5M in Q2 2026. 31 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

RVW Wealth held 1,224,215 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $25.9M as of Q3 2026.
RVW Wealth sold 85,061 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $1.83M.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.66% of RVW Wealth's portfolio in Q3 2026, its #22 holding.
RVW Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2021 and has held it in 5 quarters since.
RVW Wealth's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $28.5M in Q2 2026.
31 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.