Steward Partners Investment Advisory’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Steward Partners Investment Advisory’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	$206K	Hold	9,436	–	–	﹤0.01%	2213
2026 Q1	$207K	Buy	9,436 +2,498	+36%	+$55.1K	﹤0.01%	2007
2025 Q4	$153K	Hold	6,938	–	–	﹤0.01%	2070
2025 Q3	$154K	Buy	6,938 +271	+4%	+$5.96K	﹤0.01%	2002
2025 Q2	$147K	Buy	6,667 +3,743	+128%	+$81.1K	﹤0.01%	1906
2025 Q1	$63.5K	Buy	2,924 +1,445	+98%	+$31.1K	﹤0.01%	2256
2024 Q4	$31.6K	Sell	1,479 -1,543	-51%	-$33.4K	﹤0.01%	2568
2024 Q3	$67K	Buy	3,022 +677	+29%	+$14.8K	﹤0.01%	2083
2024 Q2	$49.9K	Hold	2,345	–	–	﹤0.01%	2104
2024 Q1	$50.2K	Hold	2,345	–	–	﹤0.01%	2113
2023 Q4	$50.7K	Hold	2,345	–	–	﹤0.01%	1989
2023 Q3	$47.8K	Buy	2,345 +962	+70%	+$20K	﹤0.01%	1933
2023 Q2	$29.3K	Buy	+1,383	New	+$29.5K	﹤0.01%	2090

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

Steward Partners Investment Advisory's IBDV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 9,436 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Steward Partners Investment Advisory first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $207K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Steward Partners Investment Advisory held 9,436 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $206K as of Q2 2026.
Steward Partners Investment Advisory left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2213 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $207K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.