Harbor Advisory Corp’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Harbor Advisory Corp’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	$1.78M	Buy	81,509 +18,460	+29%	+$403K	0.48%	43
2026 Q1	$1.38M	Buy	63,049 +16,163	+34%	+$356K	0.41%	49
2025 Q4	$1.03M	Buy	+46,886	New	+$1.04M	0.31%	54

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

Harbor Advisory Corp's IBDV Position: Q2 2026 in Review

Harbor Advisory Corp increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 29% in Q2 2026, buying an estimated $403K and bringing the position to 81,509 shares worth $1.78M. The position accounts for 0.48% of the portfolio, ranked #43.

Harbor Advisory Corp first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Harbor Advisory Corp held 81,509 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.78M as of Q2 2026.
Harbor Advisory Corp bought 18,460 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $403K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.48% of Harbor Advisory Corp's portfolio in Q2 2026, its #43 holding.
Harbor Advisory Corp first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.