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Thoroughbred Financial Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Thoroughbred Financial Services’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 		$309K Sell
14,148
-6,416
-31% -$141K 0.02% 479
2025
Q4 		$453K Sell
20,564
-4,965
-19% -$110K 0.03% 399
2025
Q3 		$565K Sell
25,529
-893
-3% -$19.7K 0.03% 361
2025
Q2 		$580K Sell
26,422
-938
-3% -$20.3K 0.04% 348
2025
Q1 		$594K Buy
27,360
+6,381
+30% +$137K 0.04% 384
2024
Q4 		$448K Buy
20,979
+3,697
+21% +$79.9K 0.03% 430
2024
Q3 		$383K Buy
17,282
+1,210
+8% +$26.4K 0.02% 461
2024
Q2 		$341K Buy
+16,072
New +$339K 0.02% 469

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