Sanctuary Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Sanctuary Advisors’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	$9.7M	Buy	445,048 +68,429	+18%	+$1.49M	0.04%	413
2026 Q1	$8.24M	Buy	376,619 +32,174	+9%	+$709K	0.04%	420
2025 Q4	$7.6M	Buy	344,445 +322,112	+1,442%	+$7.12M	0.04%	432
2025 Q3	$495K	Buy	+22,333	New	+$492K	﹤0.01%	1725
2025 Q2	–	Sell	-133,734	Closed	-$2.9M	–	2397
2025 Q1	$2.9M	Buy	133,734 +9,067	+7%	+$195K	0.02%	636
2024 Q4	$2.68M	Buy	124,667 +10,741	+9%	+$232K	0.02%	745
2024 Q3	$2.45M	Buy	113,926 +38,218	+50%	+$834K	0.02%	765
2024 Q2	$1.58M	Buy	+75,708	New	+$1.6M	0.01%	937

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

Sanctuary Advisors's IBDV Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 18% in Q2 2026, buying an estimated $1.49M and bringing the position to 445,048 shares worth $9.7M. The position accounts for 0.04% of the portfolio, ranked #413.

Sanctuary Advisors first reported a position in IBDV in Q2 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Sanctuary Advisors held 445,048 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $9.7M as of Q2 2026.
Sanctuary Advisors bought 68,429 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.49M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #413 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.