COWA LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

COWA LLC’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 Q3	$1.3M	Buy	61,383 +9,843	+19%	+$212K	0.32%	56
2026 Q2	$1.12M	Sell	51,540 -1,522	-3%	-$33.2K	0.28%	56
2026 Q1	$1.16M	Buy	53,062 +10,662	+25%	+$235K	0.31%	51
2025 Q4	$936K	Buy	42,400 +6,884	+19%	+$152K	0.28%	58
2025 Q3	$787K	Buy	35,516 +8,778	+33%	+$193K	0.26%	70
2025 Q2	$587K	Buy	26,738 +9,433	+55%	+$204K	0.22%	78
2025 Q1	$376K	Buy	+17,305	New	+$372K	0.16%	98

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

COWA LLC's IBDV Position: Q3 2026 in Review

COWA LLC increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 19% in Q3 2026, buying an estimated $212K and bringing the position to 61,383 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #56.

COWA LLC first reported a position in IBDV in Q1 2025 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

COWA LLC held 61,383 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.3M as of Q3 2026.
COWA LLC bought 9,843 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $212K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.32% of COWA LLC's portfolio in Q3 2026, its #56 holding.
COWA LLC first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.