Bessemer Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bessemer Group’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	–	Sell	-10,934	Closed	-$239K	–	2575
2026 Q1	$239K	Buy	+10,934	New	+$241K	﹤0.01%	1356
2022 Q1	–	Sell	-141	Closed	-$4K	–	1875
2021 Q4	$4K	Buy	+141	New	+$3.54K	﹤0.01%	1646

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

Bessemer Group's IBDV Position: Q2 2026 in Review

Bessemer Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026, closing a stake of 10,934 shares — an estimated $239K sold.

Bessemer Group first reported a position in IBDV in Q4 2021 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Bessemer Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Bessemer Group sold 10,934 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $239K.
Bessemer Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2021 and held it in 2 quarters.
Bessemer Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $239K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.