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

Yoder 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 Q3	$357K	Hold	16,900	–	–	0.13%	90
2026 Q2	$368K	Hold	16,900	–	–	0.14%	88
2026 Q1	$370K	Hold	16,900	–	–	0.17%	78
2025 Q4	$373K	Buy	16,900 +2,500	+17%	+$55.3K	0.17%	78
2025 Q3	$319K	Hold	14,400	–	–	0.15%	84
2025 Q2	$317K	Hold	14,400	–	–	0.17%	81
2025 Q1	$313K	Buy	14,400 +3,500	+32%	+$75.2K	0.18%	77
2024 Q4	$233K	Hold	10,900	–	–	0.13%	96
2024 Q3	$242K	Hold	10,900	–	–	0.15%	100
2024 Q2	$232K	Hold	10,900	–	–	0.15%	94
2024 Q1	$233K	Hold	10,900	–	–	0.15%	92
2023 Q4	$236K	Buy	+10,900	New	+$225K	0.17%	86

Other funds holding IBDV

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Yoder Wealth Management's IBDV Position: Q3 2026 in Review

Yoder Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 16,900 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #90.

Yoder Wealth Management first reported a position in IBDV in Q4 2023 and has held it in 12 quarters since. The position peaked at $373K in Q4 2025. 66 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Yoder Wealth Management held 16,900 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $357K as of Q3 2026.
Yoder Wealth Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.13% of Yoder Wealth Management's portfolio in Q3 2026, its #90 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $373K in Q4 2025.
66 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.