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Syntegra Private Wealth Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Syntegra Private Wealth Group’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
Q1 		$206K Hold
9,423
– – 0.02% 184
2025
Q4 		$208K Hold
9,423
– – 0.02% 187
2025
Q3 		$209K Hold
9,423
– – 0.02% 185
2025
Q2 		$207K Hold
9,423
– – 0.02% 175
2025
Q1 		$205K Hold
9,423
– – 0.02% 158
2024
Q4 		$201K Sell
9,423
-14,589
-61% -$315K 0.02% 156
2024
Q3 		$532K Buy
24,012
+5,211
+28% +$114K 0.06% 74
2024
Q2 		$400K Buy
18,801
+546
+3% +$11.5K 0.05% 92
2024
Q1 		$391K Buy
18,255
+3,427
+23% +$73.3K 0.05% 90
2023
Q4 		$321K Hold
14,828
– – 0.05% 98
2023
Q3 		$302K Hold
14,828
– – 0.05% 96
2023
Q2 		$314K Buy
14,828
+1,877
+14% +$40K 0.05% 99
2023
Q1 		$279K Buy
12,951
+1,700
+15% +$36.1K 0.05% 100
2022
Q4 		$234K Buy
+11,251
New +$232K 0.05% 96

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return