Sowell Financial Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Sowell Financial Services’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	$2.61M	Buy	119,616 +4,546	+4%	+$99.2K	0.09%	249
2026 Q1	$2.52M	Buy	115,070 +31,645	+38%	+$698K	0.09%	235
2025 Q4	$1.84M	Buy	83,425 +56,006	+204%	+$1.24M	0.07%	301
2025 Q3	$607K	Buy	27,419 +7,220	+36%	+$159K	0.02%	583
2025 Q2	$444K	Buy	+20,199	New	+$438K	0.02%	646

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Sowell Financial Services's IBDV Position: Q2 2026 in Review

Sowell Financial Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4% in Q2 2026, buying an estimated $99.2K and bringing the position to 119,616 shares worth $2.61M. The position accounts for 0.09% of the portfolio, ranked #249.

Sowell Financial Services first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Sowell Financial Services held 119,616 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.61M as of Q2 2026.
Sowell Financial Services bought 4,546 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $99.2K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #249 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.