Spectrum Wealth Counsel’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$526K	Sell	24,214 -2,199	-8%	-$47.3K	0.06%	83
2024 Q4	$564K	Buy	26,413 +125	+0.5%	+$2.7K	0.07%	89
2024 Q3	$583K	Hold	26,288	–	–	0.07%	86
2024 Q2	$559K	Buy	26,288 +2,890	+12%	+$61K	0.07%	83
2024 Q1	$501K	Hold	23,398	–	–	0.06%	95
2023 Q4	$506K	Buy	+23,398	New	+$484K	0.07%	89

Other funds holding IBDV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Spectrum Wealth Counsel's IBDV Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.3% in Q1 2025, selling an estimated $47.3K and leaving 24,214 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #83.

Spectrum Wealth Counsel first reported a position in IBDV in Q4 2023 and has held it in 6 quarters since. The position peaked at $583K in Q3 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

Spectrum Wealth Counsel held 24,214 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $526K as of Q1 2025.
Spectrum Wealth Counsel sold 2,199 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $47.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #83 holding.
Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $583K in Q3 2024.
219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.