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Virginia Wealth Management Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Virginia Wealth Management Group’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 		$5.44M Buy
249,690
+50,300
+25% +$1.1M 2.71% 15
2026
Q1 		$4.36M Sell
199,390
-1,470
-0.7% -$32.4K 2.34% 23
2025
Q4 		$4.43M Buy
+200,860
New +$4.44M 2.59% 19

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Virginia Wealth Management Group's IBDV Position: Q2 2026 in Review

Virginia Wealth Management Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 25% in Q2 2026, buying an estimated $1.1M and bringing the position to 249,690 shares worth $5.44M. The position accounts for 2.71% of the portfolio, ranked #15.

Virginia Wealth Management Group first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Virginia Wealth Management Group held 249,690 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.44M as of Q2 2026.
  • Virginia Wealth Management Group bought 50,300 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.1M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.71% of Virginia Wealth Management Group's portfolio in Q2 2026, its #15 holding.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.