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Whittier Trust’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Whittier Trust’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
-329
Closed -$7.03K – 1528
2024
Q4 		$7.03K Buy
+329
New +$7.11K ﹤0.01% 1308

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Whittier Trust's IBDV Position: Q1 2025 in Review

Whittier Trust sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2025, closing a stake of 329 shares — an estimated $7.03K sold.

Whittier Trust first reported a position in IBDV in Q4 2024 and held it in 1 quarter. The position peaked at $7.03K in Q4 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

  • Whittier Trust reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 329 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $7.03K.
  • Whittier Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Whittier Trust's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $7.03K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.