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Talisman Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Talisman Wealth Advisors’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
2024
Q4 		– Sell
-9,697
Closed -$215K – 107
2024
Q3 		$215K Buy
+9,697
New +$212K 0.23% 102

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Talisman Wealth Advisors's IBDV Position: Q4 2024 in Review

Talisman Wealth Advisors sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2024, closing a stake of 9,697 shares — an estimated $215K sold.

Talisman Wealth Advisors first reported a position in IBDV in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 212 funds tracked by Wall St. Rank hold IBDV as of Q4 2024.

  • Talisman Wealth Advisors reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Talisman Wealth Advisors sold 9,697 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2024, an estimated $215K.
  • Talisman Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Talisman Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $215K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2024.

Based on Talisman Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.