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

Signature Wealth Management 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 		$5.43M Sell
248,077
-298
-0.1% -$6.57K 2.06% 14
2025
Q4 		$5.48M Sell
248,375
-895
-0.4% -$19.8K 2.23% 10
2025
Q3 		$5.52M Sell
249,270
-808
-0.3% -$17.8K 2.14% 11
2025
Q2 		$5.5M Buy
250,078
+2,435
+1% +$52.7K 2.17% 8
2025
Q1 		$5.38M Buy
247,643
+7,099
+3% +$153K 2.1% 7
2024
Q4 		$5.14M Buy
240,544
+14,376
+6% +$311K 2.07% 8
2024
Q3 		$5.01M Buy
226,168
+2,797
+1% +$61K 2.01% 10
2024
Q2 		$4.75M Buy
223,371
+2,432
+1% +$51.4K 2.08% 10
2024
Q1 		$4.61M Buy
220,939
+19,125
+9% +$409K 2.1% 10
2023
Q4 		$4.37M Buy
+201,814
New +$4.17M 2.02% 13
2023
Q2 		$4.07M Buy
191,873
+4,317
+2% +$92K 1.89% 12
2023
Q1 		$4.04M Buy
187,556
+10,374
+6% +$221K 1.92% 16
2022
Q4 		$3.69M Buy
177,182
+5,281
+3% +$109K 1.8% 23
2022
Q3 		$3.48M Buy
171,901
+15,028
+10% +$323K 1.77% 21
2022
Q2 		$3.36M Buy
156,873
+93,329
+147% +$2.04M 1.63% 29
2022
Q1 		$1.47M Buy
63,544
+18,518
+41% +$443K 0.66% 61
2021
Q4 		$1.13M Buy
45,026
+1,909
+4% +$48K 0.57% 60
2021
Q3 		$1.09M Buy
43,117
+921
+2% +$23.6K 0.61% 58
2021
Q2 		$1.08M Buy
42,196
+19,629
+87% +$493K 0.6% 59
2021
Q1 		$559K Buy
+22,567
New +$574K 0.33% 65

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 $12.7B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Signature Wealth Management Group's IBDV Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.12% in Q1 2026, selling an estimated $6.57K and leaving 248,077 shares worth $5.43M. The position accounts for 2.06% of the portfolio, ranked #14.

Signature Wealth Management Group first reported a position in IBDV in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.52M in Q3 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Signature Wealth Management Group held 248,077 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.43M as of Q1 2026.
  • Signature Wealth Management Group sold 298 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $6.57K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.06% of Signature Wealth Management Group's portfolio in Q1 2026, its #14 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2021 and has held it in 20 quarters since.
  • Signature Wealth Management Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $5.52M in Q3 2025.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.