JCM
IBDV icon

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

Jacobi Capital Management’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 		$1.25M Buy
57,447
+12,083
+27% +$264K 0.06% 273
2026
Q1 		$993K Buy
45,364
+4,598
+11% +$101K 0.06% 300
2025
Q4 		$900K Buy
40,766
+4,172
+11% +$92.3K 0.05% 293
2025
Q3 		$811K Buy
36,594
+5,173
+16% +$114K 0.05% 303
2025
Q2 		$691K Buy
31,421
+1,376
+5% +$29.8K 0.05% 320
2025
Q1 		$653K Buy
30,045
+4,190
+16% +$90.1K 0.05% 315
2024
Q4 		$552K Buy
25,855
+9,516
+58% +$206K 0.04% 325
2024
Q3 		$362K Buy
+16,339
New +$356K 0.03% 416

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

Jacobi Capital Management's IBDV Position: Q2 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 57,447 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #273.

Jacobi Capital Management first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Jacobi Capital Management held 57,447 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.25M as of Q2 2026.
  • Jacobi Capital Management bought 12,083 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $264K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of Jacobi Capital Management's portfolio in Q2 2026, its #273 holding.
  • Jacobi Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.