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Breachway Investments’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Breachway Investments’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 		$1.88M Buy
86,205
+6,570
+8% +$143K 2.83% 11
2026
Q1 		$1.74M Buy
79,635
+850
+1% +$18.7K 1.67% 15
2025
Q4 		$1.74M Buy
+78,785
New +$1.74M 1.83% 16

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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KA
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
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

Breachway Investments's IBDV Position: Q2 2026 in Review

Breachway Investments increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.3% in Q2 2026, buying an estimated $143K and bringing the position to 86,205 shares worth $1.88M. The position accounts for 2.83% of the portfolio, ranked #11.

Breachway Investments first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Breachway Investments held 86,205 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.88M as of Q2 2026.
  • Breachway Investments bought 6,570 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $143K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.83% of Breachway Investments's portfolio in Q2 2026, its #11 holding.
  • Breachway Investments first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.