Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cambridge Investment Research Advisors’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 		$9.02M Buy
413,662
+19,683
+5% +$429K 0.02% 727
2026
Q1 		$8.62M Buy
393,979
+12,998
+3% +$287K 0.02% 677
2025
Q4 		$8.41M Buy
380,981
+15,251
+4% +$337K 0.02% 656
2025
Q3 		$8.1M Buy
365,730
+9,579
+3% +$211K 0.02% 668
2025
Q2 		$7.83M Buy
356,151
+30,117
+9% +$652K 0.02% 648
2025
Q1 		$7.08M Buy
326,034
+48,582
+18% +$1.04M 0.02% 638
2024
Q4 		$5.93M Buy
277,452
+27,848
+11% +$602K 0.02% 712
2024
Q3 		$5.53M Buy
249,604
+5,297
+2% +$116K 0.02% 749
2024
Q2 		$5.19M Sell
244,307
-216,935
-47% -$4.58M 0.02% 738
2024
Q1 		$9.87M Buy
461,242
+447,429
+3,239% +$9.57M 0.04% 466
2023
Q4 		$299K Buy
13,813
+873
+7% +$18.1K ﹤0.01% 2597
2023
Q3 		$264K Buy
12,940
+1,276
+11% +$26.6K ﹤0.01% 2593
2023
Q2 		$247K Sell
11,664
-838
-7% -$17.9K ﹤0.01% 2698
2023
Q1 		$269K Buy
12,502
+891
+8% +$18.9K ﹤0.01% 2583
2022
Q4 		$242K Buy
+11,611
New +$239K ﹤0.01% 2602

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

Cambridge Investment Research Advisors's IBDV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5% in Q2 2026, buying an estimated $429K and bringing the position to 413,662 shares worth $9.02M. The position accounts for 0.02% of the portfolio, ranked #727.

Cambridge Investment Research Advisors first reported a position in IBDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.87M in Q1 2024. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Cambridge Investment Research Advisors held 413,662 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $9.02M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 19,683 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $429K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #727 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $9.87M in Q1 2024.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.