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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
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

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

Great Diamond Partners's IBDV Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 81% in Q2 2026, buying an estimated $533K and bringing the position to 54,421 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #113.

Great Diamond Partners first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Great Diamond Partners held 54,421 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.19M as of Q2 2026.
  • Great Diamond Partners bought 24,426 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $533K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.2% of Great Diamond Partners's portfolio in Q2 2026, its #113 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.