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

Great Diamond 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
Q3 		$2.31M Buy
109,167
+54,746
+101% +$1.18M 0.39% 77
2026
Q2 		$1.19M Buy
54,421
+24,426
+81% +$533K 0.2% 113
2026
Q1 		$657K Buy
29,995
+7,267
+32% +$160K 0.13% 140
2025
Q4 		$502K Buy
+22,728
New +$503K 0.1% 160

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Great Diamond Partners's IBDV Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 101% in Q3 2026, buying an estimated $1.18M and bringing the position to 109,167 shares worth $2.31M. The position accounts for 0.39% of the portfolio, ranked #77.

Great Diamond Partners first reported a position in IBDV in Q4 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Great Diamond Partners held 109,167 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.31M as of Q3 2026.
  • Great Diamond Partners bought 54,746 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $1.18M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.39% of Great Diamond Partners's portfolio in Q3 2026, its #77 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.