XY Planning Network
IBDV icon

XY Planning Network’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

XY Planning Network’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
Q3 		$346K Buy
16,381
+24
+0.1% +$517 0.04% 298
2026
Q2 		$357K Buy
+16,357
New +$357K 0.04% 262

Other funds holding IBDV

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

XY Planning Network's IBDV Position: Q3 2026 in Review

XY Planning Network increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.15% in Q3 2026, buying an estimated $517 and bringing the position to 16,381 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #298.

XY Planning Network first reported a position in IBDV in Q2 2026 and has held it in 2 quarters since. The position peaked at $357K in Q2 2026. 161 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • XY Planning Network held 16,381 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $346K as of Q3 2026.
  • XY Planning Network bought 24 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $517.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #298 holding.
  • XY Planning Network first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $357K in Q2 2026.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.