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Stone House Investment Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Stone House Investment Management’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 		$125K Hold
5,734
– – 0.02% 126
2026
Q1 		$126K Hold
5,734
– – 0.02% 106
2025
Q4 		$127K Hold
5,734
– – 0.02% 106
2025
Q3 		$127K Hold
5,734
– – 0.02% 101
2025
Q2 		$126K Hold
5,734
– – 0.02% 97
2025
Q1 		$125K Buy
+5,734
New +$123K 0.03% 83
2024
Q4 		– Sell
-5,734
Closed -$127K – 192
2024
Q3 		$127K Buy
+5,734
New +$125K 0.03% 66

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Stone House Investment Management's IBDV Position: Q2 2026 in Review

Stone House Investment Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 5,734 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #126.

Stone House Investment Management first reported a position in IBDV in Q3 2024 and has held it in 7 quarters since. The position peaked at $127K in Q3 2024. 291 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Stone House Investment Management held 5,734 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $125K as of Q2 2026.
  • Stone House Investment Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #126 holding.
  • Stone House Investment Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • Stone House Investment Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $127K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.