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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return