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Arrow Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Arrow Financial’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 		$15M Buy
684,978
+17,786
+3% +$392K 1.51% 18
2025
Q4 		$14.7M Buy
667,192
+23,165
+4% +$512K 1.47% 17
2025
Q3 		$14.3M Sell
644,027
-14,088
-2% -$310K 1.46% 17
2025
Q2 		$14.5M Sell
658,115
-6,109
-0.9% -$132K 1.52% 17
2025
Q1 		$14.4M Sell
664,224
-3,020
-0.5% -$64.9K 1.61% 14
2024
Q4 		$14.3M Buy
667,244
+21,998
+3% +$476K 1.35% 18
2024
Q3 		$14.3M Buy
645,246
+8,516
+1% +$186K 1.32% 18
2024
Q2 		$13.5M Buy
636,730
+19,100
+3% +$403K 1.32% 17
2024
Q1 		$13.2M Buy
617,630
+22,036
+4% +$471K 1.31% 18
2023
Q4 		$12.9M Buy
595,594
+53,567
+10% +$1.11M 1.34% 16
2023
Q3 		$11M Buy
542,027
+163,703
+43% +$3.41M 1.3% 22
2023
Q2 		$8.02M Buy
378,324
+36,075
+11% +$769K 0.97% 24
2023
Q1 		$7.37M Buy
342,249
+63,748
+23% +$1.36M 0.96% 24
2022
Q4 		$5.79M Buy
278,501
+197,992
+246% +$4.08M 0.79% 30
2022
Q3 		$1.63M Buy
80,509
+41,875
+108% +$900K 0.24% 78
2022
Q2 		$827K Sell
38,634
-7,712
-17% -$169K 0.11% 108
2022
Q1 		$1.07M Buy
46,346
+35,727
+336% +$855K 0.13% 105
2021
Q4 		$267K Buy
10,619
+1,906
+22% +$47.9K 0.03% 154
2021
Q3 		$220K Buy
8,713
+779
+10% +$20K 0.03% 161
2021
Q2 		$202K Sell
7,934
-231
-3% -$5.8K 0.03% 165
2021
Q1 		$202K Buy
8,165
+3,011
+58% +$76.6K 0.03% 164
2020
Q4 		$135K Buy
+5,154
New +$134K 0.03% 164

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B 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
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Arrow Financial's IBDV Position: Q1 2026 in Review

Arrow Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.7% in Q1 2026, buying an estimated $392K and bringing the position to 684,978 shares worth $15M. The position accounts for 1.51% of the portfolio, ranked #18.

Arrow Financial first reported a position in IBDV in Q4 2020 and has held it in 22 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Arrow Financial held 684,978 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $15M as of Q1 2026.
  • Arrow Financial bought 17,786 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $392K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 1.51% of Arrow Financial's portfolio in Q1 2026, its #18 holding.
  • Arrow Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2020 and has held it in 22 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.