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

Jefferson Bridge 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 		$1.14M Buy
52,077
+5,238
+11% +$114K 0.98% 36
2026
Q1 		$1.03M Buy
46,839
+6,689
+17% +$147K 1.02% 35
2025
Q4 		$886K Buy
+40,150
New +$888K 0.89% 37

Other funds holding IBDV

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Jefferson Bridge Capital's IBDV Position: Q2 2026 in Review

Jefferson Bridge Capital increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q2 2026, buying an estimated $114K and bringing the position to 52,077 shares worth $1.14M. The position accounts for 0.98% of the portfolio, ranked #36.

Jefferson Bridge Capital first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Jefferson Bridge Capital held 52,077 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.14M as of Q2 2026.
  • Jefferson Bridge Capital bought 5,238 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $114K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.98% of Jefferson Bridge Capital's portfolio in Q2 2026, its #36 holding.
  • Jefferson Bridge Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.