CFO Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

CFO Capital 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 Q1	$526K	Buy	24,112 +2,682	+13%	+$59.1K	0.43%	67
2025 Q4	$473K	Buy	+21,430	New	+$474K	0.35%	72

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CFO Capital Management's IBDV Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q1 2026, buying an estimated $59.1K and bringing the position to 24,112 shares worth $526K. The position accounts for 0.43% of the portfolio, ranked #67.

CFO Capital Management first reported a position in IBDV in Q4 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

CFO Capital Management held 24,112 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $526K as of Q1 2026.
CFO Capital Management bought 2,682 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $59.1K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.43% of CFO Capital Management's portfolio in Q1 2026, its #67 holding.
CFO Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.