Van Hulzen Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Van Hulzen Asset Management’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	$577K	Buy	26,361 +14,960	+131%	+$330K	0.04%	214
2025 Q4	$252K	Buy	+11,401	New	+$252K	0.02%	290
2025 Q1	–	Sell	-2,075	Closed	-$44.3K	–	646
2024 Q4	$44.3K	Buy	+2,075	New	+$44.9K	﹤0.01%	531

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Van Hulzen Asset Management's IBDV Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 131% in Q1 2026, buying an estimated $330K and bringing the position to 26,361 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #214.

Van Hulzen Asset Management first reported a position in IBDV in Q4 2024 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Van Hulzen Asset Management held 26,361 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $577K as of Q1 2026.
Van Hulzen Asset Management bought 14,960 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $330K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #214 holding.
Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.