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

SignatureFD’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 		$292K Buy
13,403
+2,296
+21% +$50.1K ﹤0.01% 919
2026
Q1 		$243K Buy
11,107
+4,760
+75% +$105K ﹤0.01% 897
2025
Q4 		$140K Buy
6,347
+270
+4% +$5.97K ﹤0.01% 1152
2025
Q3 		$135K Buy
+6,077
New +$134K ﹤0.01% 1144

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SignatureFD's IBDV Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 21% in Q2 2026, buying an estimated $50.1K and bringing the position to 13,403 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

SignatureFD first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • SignatureFD held 13,403 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $292K as of Q2 2026.
  • SignatureFD bought 2,296 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $50.1K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #919 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.