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 Q2	$205K	Hold	9,423	–	–	0.02%	196
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 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

Syntegra Private Wealth Group's IBDV Position: Q2 2026 in Review

Syntegra Private Wealth Group held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 9,423 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #196.

Syntegra Private Wealth Group first reported a position in IBDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $532K in Q3 2024. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Syntegra Private Wealth Group held 9,423 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $205K as of Q2 2026.
Syntegra Private Wealth Group 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 Syntegra Private Wealth Group's portfolio in Q2 2026, its #196 holding.
Syntegra Private Wealth Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Syntegra Private Wealth Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $532K in Q3 2024.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.