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 Q2	$557K	Sell	25,541 -820	-3%	-$17.9K	0.04%	243
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 $1.55T 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

Van Hulzen Asset Management's IBDV Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.1% in Q2 2026, selling an estimated $17.9K and leaving 25,541 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #243.

Van Hulzen Asset Management first reported a position in IBDV in Q4 2024 and has held it in 4 quarters since. The position peaked at $577K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Van Hulzen Asset Management held 25,541 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $557K as of Q2 2026.
Van Hulzen Asset Management sold 820 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $17.9K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q2 2026, its #243 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 4 quarters since.
Van Hulzen Asset Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $577K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.