Cabot Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cabot Wealth Management’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	$2.6M	Buy	119,446 +32,047	+37%	+$699K	0.27%	75
2026 Q1	$1.91M	Buy	87,399 +11,583	+15%	+$255K	0.22%	78
2025 Q4	$1.67M	Buy	75,816 +4,674	+7%	+$103K	0.19%	85
2025 Q3	$1.58M	Buy	71,142 +3,092	+5%	+$68.1K	0.17%	89
2025 Q2	$1.5M	Buy	68,050 +2,275	+3%	+$49.3K	0.18%	89
2025 Q1	$1.43M	Buy	65,775 +3,177	+5%	+$68.3K	0.18%	86
2024 Q4	$1.34M	Buy	62,598 +542	+0.9%	+$11.7K	0.17%	88
2024 Q3	$1.38M	Buy	62,056 +12,141	+24%	+$265K	0.17%	92
2024 Q2	$1.06M	Buy	49,915 +10,298	+26%	+$217K	0.14%	99
2024 Q1	$848K	Buy	39,617 +3,977	+11%	+$85K	0.11%	104
2023 Q4	$771K	Buy	35,640 +2,007	+6%	+$41.5K	0.11%	100
2023 Q3	$685K	Buy	+33,633	New	+$701K	0.11%	101

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

Cabot Wealth Management's IBDV Position: Q2 2026 in Review

Cabot Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 37% in Q2 2026, buying an estimated $699K and bringing the position to 119,446 shares worth $2.6M. The position accounts for 0.27% of the portfolio, ranked #75.

Cabot Wealth Management first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Cabot Wealth Management held 119,446 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.6M as of Q2 2026.
Cabot Wealth Management bought 32,047 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $699K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.27% of Cabot Wealth Management's portfolio in Q2 2026, its #75 holding.
Cabot Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.