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

Harbor Investment Advisory’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	$1.62M	Buy	74,273 +21,149	+40%	+$461K	0.11%	145
2026 Q1	$1.16M	Buy	53,124 +18,497	+53%	+$408K	0.09%	172
2025 Q4	$764K	Buy	34,627 +21,877	+172%	+$484K	0.06%	233
2025 Q3	$282K	Buy	12,750 +4,842	+61%	+$107K	0.02%	347
2025 Q2	$174K	Buy	7,908 +6,908	+691%	+$150K	0.02%	397
2025 Q1	$21.7K	Hold	1,000	–	–	﹤0.01%	761
2024 Q4	$21.4K	Hold	1,000	–	–	﹤0.01%	737
2024 Q3	$22.2K	Hold	1,000	–	–	﹤0.01%	732
2024 Q2	$21.3K	Buy	+1,000	New	+$21.1K	﹤0.01%	734

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 Investment Advisory's IBDV Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 40% in Q2 2026, buying an estimated $461K and bringing the position to 74,273 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #145.

Harbor Investment Advisory first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Harbor Investment Advisory held 74,273 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.62M as of Q2 2026.
Harbor Investment Advisory bought 21,149 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $461K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.11% of Harbor Investment Advisory's portfolio in Q2 2026, its #145 holding.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.