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Heartland Bank & Trust’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Heartland Bank & Trust’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
Q1 		$387K Buy
17,667
+5,285
+43% +$117K 0.09% 146
2025
Q4 		$273K Buy
+12,382
New +$274K 0.12% 136

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Heartland Bank & Trust's IBDV Position: Q1 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 43% in Q1 2026, buying an estimated $117K and bringing the position to 17,667 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #146.

Heartland Bank & Trust first reported a position in IBDV in Q4 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Heartland Bank & Trust held 17,667 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $387K as of Q1 2026.
  • Heartland Bank & Trust bought 5,285 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $117K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Heartland Bank & Trust's portfolio in Q1 2026, its #146 holding.
  • Heartland Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.