I
IBDV icon

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

InvesTrust’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 		$5.73M Buy
262,812
+33,666
+15% +$734K 2.21% 16
2026
Q1 		$5.02M Buy
229,146
+177,792
+346% +$3.92M 2.11% 16
2025
Q4 		$1.13M Buy
51,354
+37,688
+276% +$833K 0.44% 57
2025
Q3 		$303K Buy
+13,666
New +$301K 0.11% 89

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

InvesTrust's IBDV Position: Q2 2026 in Review

InvesTrust increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 15% in Q2 2026, buying an estimated $734K and bringing the position to 262,812 shares worth $5.73M. The position accounts for 2.21% of the portfolio, ranked #16.

InvesTrust first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • InvesTrust held 262,812 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.73M as of Q2 2026.
  • InvesTrust bought 33,666 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $734K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.21% of InvesTrust's portfolio in Q2 2026, its #16 holding.
  • InvesTrust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.