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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
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

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

RVW Wealth's IBDV Position: Q2 2026 in Review

RVW Wealth increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.6% in Q2 2026, buying an estimated $2.25M and bringing the position to 1,309,276 shares worth $28.5M. The position accounts for 1.88% of the portfolio, ranked #16.

RVW Wealth first reported a position in IBDV in Q2 2021 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • RVW Wealth held 1,309,276 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $28.5M as of Q2 2026.
  • RVW Wealth bought 103,166 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.25M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 1.88% of RVW Wealth's portfolio in Q2 2026, its #16 holding.
  • RVW Wealth first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2021 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.