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Harbour Investments’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Harbour Investments’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 		$147K Buy
6,727
+76
+1% +$1.66K ﹤0.01% 1779
2026
Q1 		$146K Buy
6,651
+48
+0.7% +$1.06K ﹤0.01% 1709
2025
Q4 		$146K Buy
6,603
+221
+3% +$4.89K ﹤0.01% 1445
2025
Q3 		$141K Buy
6,382
+73
+1% +$1.61K ﹤0.01% 1403
2025
Q2 		$139K Buy
6,309
+848
+16% +$18.4K ﹤0.01% 1350
2025
Q1 		$119K Sell
5,461
-583
-10% -$12.5K ﹤0.01% 1346
2024
Q4 		$129K Buy
6,044
+1,229
+26% +$26.6K ﹤0.01% 1243
2024
Q3 		$107K Sell
4,815
-66
-1% -$1.44K ﹤0.01% 1284
2024
Q2 		$104K Buy
4,881
+178
+4% +$3.76K ﹤0.01% 1219
2024
Q1 		$101K Buy
4,703
+35
+0.7% +$748 ﹤0.01% 1212
2023
Q4 		$101K Buy
4,668
+72
+2% +$1.49K ﹤0.01% 1132
2023
Q3 		$93.7K Buy
4,596
+48
+1% +$1K ﹤0.01% 1074
2023
Q2 		$96.4K Buy
4,548
+46
+1% +$980 ﹤0.01% 1075
2023
Q1 		$96.9K Buy
4,502
+27
+0.6% +$574 0.01% 1057
2022
Q4 		$93.1K Buy
4,475
+83
+2% +$1.71K 0.01% 1033
2022
Q3 		$94K Hold
4,392
– – 0.01% 991
2022
Q2 		$94K Buy
+4,392
New +$96K 0.01% 991
2021
Q4 		– Sell
-1,541
Closed -$39K – 3118
2021
Q3 		$39K Buy
+1,541
New +$39.5K ﹤0.01% 1922

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

Harbour Investments's IBDV Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q2 2026, buying an estimated $1.66K and bringing the position to 6,727 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Harbour Investments first reported a position in IBDV in Q3 2021 and has held it in 18 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Harbour Investments held 6,727 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $147K as of Q2 2026.
  • Harbour Investments bought 76 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.66K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1779 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2021 and has held it in 18 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.