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Equitable Holdings’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Equitable Holdings’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 		$877K Buy
40,210
+1,526
+4% +$33.3K 0.01% 1060
2026
Q1 		$854K Buy
38,684
+16,656
+76% +$367K 0.01% 1034
2025
Q4 		$486K Buy
+22,028
New +$487K ﹤0.01% 1120

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

Equitable Holdings's IBDV Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.9% in Q2 2026, buying an estimated $33.3K and bringing the position to 40,210 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #1060.

Equitable Holdings 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.

  • Equitable Holdings held 40,210 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $877K as of Q2 2026.
  • Equitable Holdings bought 1,526 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $33.3K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1060 holding.
  • Equitable Holdings 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.