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

Dearborn 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 		$685K Buy
31,413
+2,917
+10% +$63.6K 0.04% 160
2026
Q1 		$624K Buy
28,496
+902
+3% +$19.9K 0.03% 164
2025
Q4 		$609K Buy
+27,594
New +$610K 0.03% 162

Other funds holding IBDV

Bank of America
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
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

Dearborn Partners's IBDV Position: Q2 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 10% in Q2 2026, buying an estimated $63.6K and bringing the position to 31,413 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #160.

Dearborn Partners first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Dearborn Partners held 31,413 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $685K as of Q2 2026.
  • Dearborn Partners bought 2,917 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $63.6K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Dearborn Partners's portfolio in Q2 2026, its #160 holding.
  • Dearborn Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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