SWM
IBDV icon

Segment Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Segment Wealth Management’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 		$2.23M Buy
101,755
+14,945
+17% +$330K 0.13% 112
2025
Q4 		$1.92M Buy
86,810
+980
+1% +$21.7K 0.11% 107
2025
Q3 		$1.9M Buy
85,830
+3,660
+4% +$80.6K 0.11% 112
2025
Q2 		$1.81M Sell
82,170
-65
-0.1% -$1.41K 0.11% 113
2025
Q1 		$1.79M Buy
82,235
+6,290
+8% +$135K 0.12% 103
2024
Q4 		$1.62M Buy
75,945
+24,415
+47% +$528K 0.11% 108
2024
Q3 		$1.14M Buy
51,530
+5,310
+11% +$116K 0.08% 143
2024
Q2 		$983K Buy
46,220
+10,530
+30% +$222K 0.07% 149
2024
Q1 		$764K Buy
35,690
+12,110
+51% +$259K 0.06% 161
2023
Q4 		$510K Buy
23,580
+13,550
+135% +$280K 0.05% 177
2023
Q3 		$204K Buy
+10,030
New +$209K 0.02% 213

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