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SageView Advisory Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

SageView Advisory Group’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 		– Sell
-169
Closed -$3.73K – 1411
2025
Q4 		$3.73K Buy
+169
New +$3.74K ﹤0.01% 2042

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

SageView Advisory Group's IBDV Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 169 shares — an estimated $3.73K sold.

SageView Advisory Group first reported a position in IBDV in Q4 2025 and held it in 1 quarter. The position peaked at $3.73K in Q4 2025. 336 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 169 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $3.73K.
  • SageView Advisory Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $3.73K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.