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

Wells Financial 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
2025 Q1	–	Sell	-4,200	Closed	-$89.7K	–	79
2024 Q4	$89.7K	Hold	4,200	–	–	0.12%	52
2024 Q3	$93.1K	Hold	4,200	–	–	0.13%	51
2024 Q2	$89.3K	Hold	4,200	–	–	0.06%	61
2024 Q1	$89.9K	Hold	4,200	–	–	0.06%	51
2023 Q4	$90.9K	Buy	+4,200	New	+$86.8K	0.07%	47

Other funds holding IBDV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Financial Advisors's IBDV Position: Q1 2025 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2025, closing a stake of 4,200 shares — an estimated $89.7K sold.

Wells Financial Advisors first reported a position in IBDV in Q4 2023 and held it in 5 quarters. The position peaked at $93.1K in Q3 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

Wells Financial Advisors reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Wells Financial Advisors sold 4,200 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $89.7K.
Wells Financial Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
Wells Financial Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $93.1K in Q3 2024.
219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

Based on Wells Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.