10Elms LLP’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

10Elms LLP’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	$3.13M	Buy	143,793 +55,368	+63%	+$1.21M	1.33%	24
2026 Q1	$1.94M	Buy	88,425 +60,784	+220%	+$1.34M	1.22%	27
2025 Q4	$610K	Buy	27,641 +1,700	+7%	+$37.6K	0.56%	35
2025 Q3	$575K	Buy	25,941 +5,890	+29%	+$130K	0.52%	39
2025 Q2	$441K	Buy	20,051 +4,250	+27%	+$92.1K	0.42%	46
2025 Q1	$343K	Buy	15,801 +11,250	+247%	+$242K	0.35%	54
2024 Q4	$97.2K	Buy	+4,551	New	+$98.4K	0.1%	122

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

10Elms LLP's IBDV Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 63% in Q2 2026, buying an estimated $1.21M and bringing the position to 143,793 shares worth $3.13M. The position accounts for 1.33% of the portfolio, ranked #24.

10Elms LLP first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

10Elms LLP held 143,793 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.13M as of Q2 2026.
10Elms LLP bought 55,368 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.21M.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.33% of 10Elms LLP's portfolio in Q2 2026, its #24 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.