Gryphon Financial Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Gryphon Financial 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	$918K	Sell	42,108 -1,238	-3%	-$27K	0.08%	160
2026 Q1	$949K	Buy	43,346 +26,413	+156%	+$582K	0.1%	141
2025 Q4	$374K	Sell	16,933 -3,746	-18%	-$82.8K	0.04%	240
2025 Q3	$458K	Buy	20,679 +967	+5%	+$21.3K	0.05%	207
2025 Q2	$433K	Buy	+19,712	New	+$427K	0.06%	201

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

Gryphon Financial Partners's IBDV Position: Q2 2026 in Review

Gryphon Financial Partners reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.9% in Q2 2026, selling an estimated $27K and leaving 42,108 shares worth $918K. The position accounts for 0.08% of the portfolio, ranked #160.

Gryphon Financial Partners first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $949K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Gryphon Financial Partners held 42,108 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $918K as of Q2 2026.
Gryphon Financial Partners sold 1,238 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $27K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Gryphon Financial Partners's portfolio in Q2 2026, its #160 holding.
Gryphon Financial Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Gryphon Financial Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $949K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.