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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Yoder Wealth Management's IBDV Position: Q2 2026 in Review

Yoder Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 16,900 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #88.

Yoder Wealth Management first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Yoder Wealth Management held 16,900 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $368K as of Q2 2026.
Yoder Wealth Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of Yoder Wealth Management's portfolio in Q2 2026, its #88 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $373K in Q4 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.