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Wilkins Miller Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Wilkins Miller Wealth Management’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 		$5.59M Sell
256,301
-587
-0.2% -$12.8K 3.07% 10
2026
Q1 		$5.62M Buy
256,888
+4,080
+2% +$90K 3.4% 9
2025
Q4 		$5.58M Buy
252,808
+6,728
+3% +$149K 3.32% 9
2025
Q3 		$5.45M Buy
246,080
+803
+0.3% +$17.7K 3.38% 6
2025
Q2 		$5.39M Sell
245,277
-11,444
-4% -$248K 3.67% 5
2025
Q1 		$5.58M Sell
256,721
-4,770
-2% -$103K 4.19% 5
2024
Q4 		$5.59M Buy
+261,491
New +$5.65M 5.84% 4

Other funds holding IBDV

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
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
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Wilkins Miller Wealth Management's IBDV Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.23% in Q2 2026, selling an estimated $12.8K and leaving 256,301 shares worth $5.59M. The position accounts for 3.07% of the portfolio, ranked #10.

Wilkins Miller Wealth Management first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.62M in Q1 2026. 78 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Wilkins Miller Wealth Management held 256,301 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.59M as of Q2 2026.
  • Wilkins Miller Wealth Management sold 587 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $12.8K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 3.07% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Wilkins Miller Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $5.62M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.