Bank of New Hampshire’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bank of New Hampshire’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	$1.16M	Buy	53,430 +100	+0.2%	+$2.18K	0.24%	93
2026 Q1	$1.17M	Buy	53,330 +3,295	+7%	+$72.7K	0.27%	90
2025 Q4	$1.1M	Buy	50,035 +5,070	+11%	+$112K	0.25%	90
2025 Q3	$996K	Buy	44,965 +725	+2%	+$16K	0.23%	92
2025 Q2	$972K	Buy	44,240 +4,585	+12%	+$99.3K	0.24%	94
2025 Q1	$861K	Buy	39,655 +7,050	+22%	+$152K	0.23%	94
2024 Q4	$696K	Buy	32,605 +18,875	+137%	+$408K	0.18%	112
2024 Q3	$304K	Hold	13,730	–	–	0.08%	159
2024 Q2	$292K	Sell	13,730 -560	-4%	-$11.8K	0.08%	163
2024 Q1	$306K	Buy	14,290 +6,535	+84%	+$140K	0.08%	165
2023 Q4	$168K	Buy	7,755 +1,980	+34%	+$40.9K	0.05%	206
2023 Q3	$118K	Buy	+5,775	New	+$120K	0.04%	232

Other funds holding IBDV

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Bank of New Hampshire's IBDV Position: Q2 2026 in Review

Bank of New Hampshire increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.19% in Q2 2026, buying an estimated $2.18K and bringing the position to 53,430 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #93.

Bank of New Hampshire first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2026. 235 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Bank of New Hampshire held 53,430 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.16M as of Q2 2026.
Bank of New Hampshire bought 100 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.18K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.24% of Bank of New Hampshire's portfolio in Q2 2026, its #93 holding.
Bank of New Hampshire first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Bank of New Hampshire's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.17M in Q1 2026.
235 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.