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

RWA Wealth Partners’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	$9.48M	Buy	434,649 +1,344	+0.3%	+$29.3K	0.09%	117
2026 Q1	$9.49M	Buy	433,305 +392	+0.1%	+$8.64K	0.1%	109
2025 Q4	$9.55M	Buy	432,913 +680	+0.2%	+$15K	0.1%	109
2025 Q3	$9.57M	Buy	432,233 +12,976	+3%	+$286K	0.11%	117
2025 Q2	$9.22M	Buy	419,257 +853	+0.2%	+$18.5K	0.12%	112
2025 Q1	$9.09M	Buy	418,404 +74,578	+22%	+$1.6M	0.11%	111
2024 Q4	$7.34M	Buy	343,826 +93,992	+38%	+$2.03M	0.09%	121
2024 Q3	$5.54M	Buy	+249,834	New	+$5.45M	0.07%	144

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

RWA Wealth Partners's IBDV Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.31% in Q2 2026, buying an estimated $29.3K and bringing the position to 434,649 shares worth $9.48M. The position accounts for 0.09% of the portfolio, ranked #117.

RWA Wealth Partners first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.57M in Q3 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

RWA Wealth Partners held 434,649 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $9.48M as of Q2 2026.
RWA Wealth Partners bought 1,344 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $29.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of RWA Wealth Partners's portfolio in Q2 2026, its #117 holding.
RWA Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
RWA Wealth Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $9.57M in Q3 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.