Glenview Trust’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Glenview Trust’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	$11M	Buy	506,320 +25,508	+5%	+$556K	0.15%	112
2026 Q1	$10.5M	Buy	480,812 +158,583	+49%	+$3.5M	0.17%	114
2025 Q4	$7.11M	Buy	322,229 +69,634	+28%	+$1.54M	0.11%	131
2025 Q3	$5.59M	Buy	252,595 +58,089	+30%	+$1.28M	0.09%	145
2025 Q2	$4.28M	Buy	194,506 +62,750	+48%	+$1.36M	0.07%	162
2025 Q1	$2.86M	Buy	131,756 +65,256	+98%	+$1.4M	0.06%	184
2024 Q4	$1.42M	Buy	66,500 +33,000	+99%	+$714K	0.03%	240
2024 Q3	$743K	Buy	33,500 +3,250	+11%	+$70.9K	0.01%	299
2024 Q2	$643K	Buy	+30,250	New	+$639K	0.01%	308

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

Glenview Trust's IBDV Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.3% in Q2 2026, buying an estimated $556K and bringing the position to 506,320 shares worth $11M. The position accounts for 0.15% of the portfolio, ranked #112.

Glenview Trust first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Glenview Trust held 506,320 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $11M as of Q2 2026.
Glenview Trust bought 25,508 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $556K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.15% of Glenview Trust's portfolio in Q2 2026, its #112 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.