Wealth Enhancement Advisory Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Wealth Enhancement Advisory Services’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	$4.39M	Buy	202,809 +52,285	+35%	+$1.14M	0.01%	1089
2026 Q1	$3.29M	Sell	150,524 -30,880	-17%	-$681K	0.01%	1122
2025 Q4	$4.01M	Buy	181,404 +11,956	+7%	+$264K	0.01%	1131
2025 Q3	$3.75M	Buy	169,448 +12,772	+8%	+$281K	0.01%	1106
2025 Q2	$3.42M	Buy	156,676 +76,232	+95%	+$1.65M	0.01%	1080
2025 Q1	$1.75M	Buy	80,444 +11,272	+16%	+$242K	﹤0.01%	1313
2024 Q4	$1.48M	Buy	69,172 +24,389	+54%	+$527K	﹤0.01%	1333
2024 Q3	$993K	Buy	44,783 +16,551	+59%	+$361K	﹤0.01%	1403
2024 Q2	$600K	Buy	28,232 +2,679	+10%	+$56.6K	﹤0.01%	1535
2024 Q1	$547K	Buy	25,553 +2,130	+9%	+$45.5K	﹤0.01%	1528
2023 Q4	$507K	Buy	23,423 +5,563	+31%	+$115K	﹤0.01%	1497
2023 Q3	$364K	Buy	+17,860	New	+$372K	﹤0.01%	1620

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

Wealth Enhancement Advisory Services's IBDV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 35% in Q2 2026, buying an estimated $1.14M and bringing the position to 202,809 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #1089.

Wealth Enhancement Advisory Services first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Wealth Enhancement Advisory Services held 202,809 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.39M as of Q2 2026.
Wealth Enhancement Advisory Services bought 52,285 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.14M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1089 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.