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 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

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

Venture Visionary Partners's IBDV Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 9% in Q2 2026, buying an estimated $2.3M and bringing the position to 1,273,692 shares worth $27.8M. The position accounts for 0.77% of the portfolio, ranked #25.

Venture Visionary Partners first reported a position in IBDV in Q3 2022 and has held it in 16 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Venture Visionary Partners held 1,273,692 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $27.8M as of Q2 2026.
Venture Visionary Partners bought 105,601 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.3M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.77% of Venture Visionary Partners's portfolio in Q2 2026, its #25 holding.
Venture Visionary Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.