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Flagship Harbor Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Flagship Harbor Advisors’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
Q1 		– Sell
-5,975
Closed -$132K – 1399
2025
Q4 		$132K Buy
+5,975
New +$132K 0.01% 794

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Flagship Harbor Advisors's IBDV Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 5,975 shares — an estimated $132K sold.

Flagship Harbor Advisors first reported a position in IBDV in Q4 2025 and held it in 1 quarter. The position peaked at $132K in Q4 2025. 336 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 5,975 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $132K.
  • Flagship Harbor Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $132K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.