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Community Financial Services Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Community Financial Services Group’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 		$448K Buy
+20,635
New +$450K 0.07% 95

Other funds holding IBDV

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Community Financial Services Group's IBDV Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026: 20,635 shares worth $448K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings.

66 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Community Financial Services Group held 20,635 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $448K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.07% of Community Financial Services Group's portfolio in Q2 2026, its #95 holding.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.