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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return