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

Simon Quick 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 Q3	$404K	Buy	19,110 +190	+1%	+$4.09K	0.02%	319
2026 Q2	$412K	Hold	18,920	–	–	0.02%	291
2026 Q1	$414K	Hold	18,920	–	–	0.02%	265
2025 Q4	$418K	Buy	18,920 +2,308	+14%	+$51K	0.02%	271
2025 Q3	$368K	Hold	16,612	–	–	0.02%	302
2025 Q2	$365K	Buy	+16,612	New	+$360K	0.02%	280

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Simon Quick Advisors's IBDV Position: Q3 2026 in Review

Simon Quick Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1% in Q3 2026, buying an estimated $4.09K and bringing the position to 19,110 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #319.

Simon Quick Advisors first reported a position in IBDV in Q2 2025 and has held it in 6 quarters since. The position peaked at $418K in Q4 2025. 137 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Simon Quick Advisors held 19,110 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $404K as of Q3 2026.
Simon Quick Advisors bought 190 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $4.09K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #319 holding.
Simon Quick Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Simon Quick Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $418K in Q4 2025.
137 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.