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HRT Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

HRT Financial’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
2025
Q3 		– Sell
-14,486
Closed -$318K – 3213
2025
Q2 		$318K Buy
+14,486
New +$314K ﹤0.01% 1820
2024
Q4 		– Sell
-10,287
Closed -$228K – 2772
2024
Q3 		$228K Buy
+10,287
New +$224K ﹤0.01% 1923

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HRT Financial's IBDV Position: Q3 2025 in Review

HRT Financial sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2025, closing a stake of 14,486 shares — an estimated $318K sold.

HRT Financial first reported a position in IBDV in Q3 2024 and held it in 2 quarters. The position peaked at $318K in Q2 2025. 269 funds tracked by Wall St. Rank hold IBDV as of Q3 2025.

  • HRT Financial reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • HRT Financial sold 14,486 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2025, an estimated $318K.
  • HRT Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and held it in 2 quarters.
  • HRT Financial's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $318K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.