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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
Q2 		$777K Buy
35,636
+17,969
+102% +$392K 0.16% 101
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 $1.55T 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

Heartland Bank & Trust's IBDV Position: Q2 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 102% in Q2 2026, buying an estimated $392K and bringing the position to 35,636 shares worth $777K. The position accounts for 0.16% of the portfolio, ranked #101.

Heartland Bank & Trust first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Heartland Bank & Trust held 35,636 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $777K as of Q2 2026.
  • Heartland Bank & Trust bought 17,969 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $392K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.16% of Heartland Bank & Trust's portfolio in Q2 2026, its #101 holding.
  • Heartland Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.