IBDV — ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

Ownership history in REBALANCE, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which REBALANCE, LLC reported a position in ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.59% (2025 Q4)
Avg. % of fund
0.59%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 459,388 — — 0.59% $10.1M $21.91
% of Fund (quarterly)    IBDV price (monthly, adj. close)

Other funds also holding IBDV

As of 2025 Q4 — sorted by position size

PFG Private Wealth Management, LLC 3Y 5.66% Gratus Wealth Advisors, LLC 4.54% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.08% ARCADIA INVESTMENT ADVISORS LLC 3.02% 4Thought Financial Group Inc. 3Y 2.62% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.59% Winthrop Partners - WNY, LLC 3Y 7Y 2.34% Signature Wealth Management Group 3Y 7Y 2.23% Sound View Wealth Advisors Group, LLC 3Y 2.19%
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