Hurley Capital’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Hurley Capital’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	$276K	Buy	12,656 +143	+1%	+$3.12K	0.14%	81
2026 Q1	$274K	Buy	12,513 +92	+0.7%	+$2.03K	0.15%	74
2025 Q4	$274K	Buy	12,421 +186	+2%	+$4.11K	0.15%	69
2025 Q3	$271K	Buy	12,235 +140	+1%	+$3.08K	0.15%	78
2025 Q2	$266K	Buy	12,095 +47	+0.4%	+$1.02K	0.19%	65
2025 Q1	$262K	Hold	12,048	–	–	0.2%	71
2024 Q4	$257K	Buy	+12,048	New	+$261K	0.21%	63

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

Hurley Capital's IBDV Position: Q2 2026 in Review

Hurley Capital increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q2 2026, buying an estimated $3.12K and bringing the position to 12,656 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #81.

Hurley Capital first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Hurley Capital held 12,656 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $276K as of Q2 2026.
Hurley Capital bought 143 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.12K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of Hurley Capital's portfolio in Q2 2026, its #81 holding.
Hurley Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.