Valley Wealth Managers’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Valley Wealth Managers’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	$343K	Buy	15,742 +3,960	+34%	+$86.4K	0.02%	168
2026 Q1	$258K	Buy	11,782 +7,251	+160%	+$160K	0.02%	174
2025 Q4	$100K	Buy	4,531 +3,200	+240%	+$70.8K	0.01%	188
2025 Q3	$29.5K	Hold	1,331	–	–	﹤0.01%	229
2025 Q2	$29.2K	Buy	1,331 +3	+0.2%	+$65	﹤0.01%	219
2025 Q1	$28.9K	Buy	1,328 +2	+0.2%	+$43	﹤0.01%	229
2024 Q4	$28.3K	Buy	1,326 +35	+3%	+$757	﹤0.01%	242
2024 Q3	$28.6K	Buy	1,291 +213	+20%	+$4.65K	﹤0.01%	244
2024 Q2	$22.9K	Buy	+1,078	New	+$22.8K	﹤0.01%	254

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

Valley Wealth Managers's IBDV Position: Q2 2026 in Review

Valley Wealth Managers increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 34% in Q2 2026, buying an estimated $86.4K and bringing the position to 15,742 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #168.

Valley Wealth Managers first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Valley Wealth Managers held 15,742 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $343K as of Q2 2026.
Valley Wealth Managers bought 3,960 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $86.4K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Valley Wealth Managers's portfolio in Q2 2026, its #168 holding.
Valley Wealth Managers first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.