Valley Wealth Managers
IBDV icon

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
Q3 		$297K Sell
14,050
-1,692
-11% -$36.4K 0.02% 168
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

Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Valley Wealth Managers's IBDV Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q3 2026, selling an estimated $36.4K and leaving 14,050 shares worth $297K. 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 10 quarters since. The position peaked at $343K in Q2 2026. 90 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Valley Wealth Managers held 14,050 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $297K as of Q3 2026.
  • Valley Wealth Managers sold 1,692 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $36.4K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Valley Wealth Managers's portfolio in Q3 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 10 quarters since.
  • Valley Wealth Managers's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $343K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.