Cerity Partners
IBDV icon

Cerity Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cerity Partners’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 		$255K Sell
11,679
-815
-7% -$17.8K ﹤0.01% 2908
2026
Q1 		$273K Buy
+12,494
New +$275K ﹤0.01% 2677

Other funds holding IBDV

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ACA
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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

Cerity Partners's IBDV Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.5% in Q2 2026, selling an estimated $17.8K and leaving 11,679 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Cerity Partners first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Cerity Partners held 11,679 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $255K as of Q2 2026.
  • Cerity Partners sold 815 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $17.8K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2908 holding.
  • Cerity Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $273K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.