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

Joel Greenblatt’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 		$3.94M Hold
180,543
– – 0.01% 1001
2026
Q1 		$3.95M Buy
180,543
+89,367
+98% +$1.97M 0.01% 917
2025
Q4 		$2.01M Buy
91,176
+52,189
+134% +$1.15M 0.01% 1040
2025
Q3 		$864K Hold
38,987
– – ﹤0.01% 1247
2025
Q2 		$857K Buy
+38,987
New +$844K 0.01% 1180

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Joel Greenblatt's IBDV Position: Q2 2026 in Review

Joel Greenblatt held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 180,543 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1001.

Joel Greenblatt first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.95M in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Joel Greenblatt held 180,543 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.94M as of Q2 2026.
  • Joel Greenblatt left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1001 holding.
  • Joel Greenblatt first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Joel Greenblatt's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $3.95M in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.