Hancock Whitney’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Hancock Whitney’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	$5.24M	Buy	240,440 +2,186	+0.9%	+$47.7K	0.09%	183
2026 Q1	$5.22M	Buy	238,254 +13,368	+6%	+$295K	0.09%	178
2025 Q4	$4.96M	Sell	224,886 -4,794	-2%	-$106K	0.09%	177
2025 Q3	$5.09M	Buy	229,680 +16,762	+8%	+$369K	0.09%	171
2025 Q2	$4.68M	Buy	+212,918	New	+$4.61M	0.09%	170

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

Hancock Whitney's IBDV Position: Q2 2026 in Review

Hancock Whitney increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.92% in Q2 2026, buying an estimated $47.7K and bringing the position to 240,440 shares worth $5.24M. The position accounts for 0.09% of the portfolio, ranked #183.

Hancock Whitney first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Hancock Whitney held 240,440 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.24M as of Q2 2026.
Hancock Whitney bought 2,186 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $47.7K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Hancock Whitney's portfolio in Q2 2026, its #183 holding.
Hancock Whitney first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.