Wealthstar Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Wealthstar Advisors’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	$2.07M	Buy	95,023 +10,817	+13%	+$236K	0.6%	27
2026 Q1	$1.84M	Buy	84,206 +2,404	+3%	+$53K	0.86%	21
2025 Q4	$1.81M	Sell	81,802 -9,326	-10%	-$206K	0.79%	21
2025 Q3	$2.02M	Buy	91,128 +213	+0.2%	+$4.69K	0.8%	22
2025 Q2	$2M	Sell	90,915 -15,907	-15%	-$345K	0.75%	22
2025 Q1	$2.32M	Buy	106,822 +15,755	+17%	+$339K	1.06%	18
2024 Q4	$1.95M	Buy	+91,067	New	+$1.97M	0.85%	20
2024 Q2	–	Sell	-15,903	Closed	-$347K	–	71
2024 Q1	$347K	Buy	15,903 +4,090	+35%	+$87.5K	0.12%	105
2023 Q4	$256K	Sell	11,813 -186	-2%	-$3.85K	0.04%	112
2023 Q3	$245K	Buy	+11,999	New	+$250K	0.09%	102

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

Wealthstar Advisors's IBDV Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q2 2026, buying an estimated $236K and bringing the position to 95,023 shares worth $2.07M. The position accounts for 0.6% of the portfolio, ranked #27.

Wealthstar Advisors first reported a position in IBDV in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.32M in Q1 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Wealthstar Advisors held 95,023 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.07M as of Q2 2026.
Wealthstar Advisors bought 10,817 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $236K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.6% of Wealthstar Advisors's portfolio in Q2 2026, its #27 holding.
Wealthstar Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 10 quarters since.
Wealthstar Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.32M in Q1 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.