Duncker Streett & Co’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Duncker Streett & Co’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	$820K	Buy	37,632 +423	+1%	+$9.23K	0.14%	119
2026 Q1	$814K	Buy	+37,209	New	+$820K	0.15%	119

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

Duncker Streett & Co's IBDV Position: Q2 2026 in Review

Duncker Streett & Co increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q2 2026, buying an estimated $9.23K and bringing the position to 37,632 shares worth $820K. The position accounts for 0.14% of the portfolio, ranked #119.

Duncker Streett & Co first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Duncker Streett & Co held 37,632 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $820K as of Q2 2026.
Duncker Streett & Co bought 423 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $9.23K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of Duncker Streett & Co's portfolio in Q2 2026, its #119 holding.
Duncker Streett & Co first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.