Commonwealth Equity Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Commonwealth Equity Services’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	$16.6M	Buy	762,897 +46,409	+6%	+$1.01M	0.02%	683
2026 Q1	$15.7M	Buy	716,488 +20,613	+3%	+$455K	0.02%	664
2025 Q4	$15.4M	Buy	695,875 +52,768	+8%	+$1.17M	0.02%	680
2025 Q3	$14.2M	Buy	643,107 +7,159	+1%	+$158K	0.02%	733
2025 Q2	$14M	Buy	635,948 +17,491	+3%	+$379K	0.02%	726
2025 Q1	$13.4M	Buy	618,457 +94,259	+18%	+$2.03M	0.02%	728
2024 Q4	$11.2M	Buy	524,198 +66,230	+14%	+$1.43M	0.02%	779
2024 Q3	$10.2M	Sell	457,968 -71,761	-14%	-$1.57M	0.02%	824
2024 Q2	$11.3M	Buy	529,729 +84,790	+19%	+$1.79M	0.02%	751
2024 Q1	$9.52M	Buy	444,939 +77,881	+21%	+$1.67M	0.02%	812
2023 Q4	$7.94M	Buy	367,058 +58,675	+19%	+$1.21M	0.01%	847
2023 Q3	$6.29M	Buy	308,383 +12,704	+4%	+$265K	0.01%	903
2023 Q2	$6.27M	Buy	295,679 +128,136	+76%	+$2.73M	0.01%	916
2023 Q1	$3.61M	Buy	167,543 +54,571	+48%	+$1.16M	0.01%	1195
2022 Q4	$2.35M	Buy	112,972 +24,088	+27%	+$497K	0.01%	1402
2022 Q3	$1.8M	Buy	+88,884	New	+$1.91M	﹤0.01%	1492

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

Commonwealth Equity Services's IBDV Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 762,897 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #683.

Commonwealth Equity Services first reported a position in IBDV in Q3 2022 and has held it in 16 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Commonwealth Equity Services held 762,897 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $16.6M as of Q2 2026.
Commonwealth Equity Services bought 46,409 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.01M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #683 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.