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Autumn Glory Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Autumn Glory Partners’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 		$266K Hold
12,197
– – 0.08% 184
2026
Q1 		$267K Buy
+12,197
New +$269K 0.1% 173

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Autumn Glory Partners's IBDV Position: Q2 2026 in Review

Autumn Glory Partners held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 12,197 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #184.

Autumn Glory Partners first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $267K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Autumn Glory Partners held 12,197 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $266K as of Q2 2026.
  • Autumn Glory Partners left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Autumn Glory Partners's portfolio in Q2 2026, its #184 holding.
  • Autumn Glory Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Autumn Glory Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $267K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.