VVP
IBDV icon

Venture Visionary Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Venture Visionary Partners’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 		$26.6M Sell
1,258,724
-14,968
-1% -$322K 0.7% 29
2026
Q2 		$27.8M Buy
1,273,692
+105,601
+9% +$2.3M 0.77% 25
2026
Q1 		$25.6M Buy
1,168,091
+600,041
+106% +$13.2M 0.85% 22
2025
Q4 		$12.6M Buy
568,050
+5,652
+1% +$125K 0.41% 62
2025
Q3 		$12.5M Sell
562,398
-560,807
-50% -$12.3M 0.43% 57
2025
Q2 		$24.7M Buy
1,123,205
+155,150
+16% +$3.36M 0.93% 22
2025
Q1 		$21M Buy
968,055
+51,343
+6% +$1.1M 0.88% 22
2024
Q4 		$19.6M Buy
916,712
+44,439
+5% +$961K 0.83% 26
2024
Q3 		$19.3M Buy
872,273
+62,949
+8% +$1.37M 0.84% 25
2024
Q2 		$17.2M Buy
809,324
+76,412
+10% +$1.61M 0.79% 26
2024
Q1 		$15.7M Buy
732,912
+177,599
+32% +$3.8M 0.74% 33
2023
Q4 		$12M Buy
555,313
+119,536
+27% +$2.47M 0.63% 35
2023
Q3 		$8.88M Buy
435,777
+28,094
+7% +$585K 0.53% 47
2023
Q2 		$8.64M Buy
407,683
+54,615
+15% +$1.16M 0.51% 52
2023
Q1 		$7.6M Buy
353,068
+112,539
+47% +$2.39M 0.48% 53
2022
Q4 		$5M Buy
240,529
+153,670
+177% +$3.17M 0.36% 68
2022
Q3 		$1.76M Buy
+86,859
New +$1.87M 0.14% 138

Other funds holding IBDV

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Venture Visionary Partners's IBDV Position: Q3 2026 in Review

Venture Visionary Partners reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.2% in Q3 2026, selling an estimated $322K and leaving 1,258,724 shares worth $26.6M. The position accounts for 0.7% of the portfolio, ranked #29.

Venture Visionary Partners first reported a position in IBDV in Q3 2022 and has held it in 17 quarters since. The position peaked at $27.8M in Q2 2026. 31 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Venture Visionary Partners held 1,258,724 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $26.6M as of Q3 2026.
  • Venture Visionary Partners sold 14,968 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $322K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.7% of Venture Visionary Partners's portfolio in Q3 2026, its #29 holding.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 17 quarters since.
  • Venture Visionary Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $27.8M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.