JP Morgan Chase’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

JP Morgan Chase’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	$157K	Sell	7,177 -249	-3%	-$5.43K	﹤0.01%	5753
2026 Q1	$162K	Buy	7,426 +5,911	+390%	+$130K	﹤0.01%	5577
2025 Q4	$33.4K	Sell	1,515 -302,867	-100%	-$6.7M	﹤0.01%	6374
2025 Q3	$6.74M	Buy	304,382 +188,371	+162%	+$4.15M	﹤0.01%	3101
2025 Q2	$2.55M	Sell	116,011 -124,016	-52%	-$2.69M	﹤0.01%	3730
2025 Q1	$5.21M	Buy	240,027 +238,598	+16,697%	+$5.13M	﹤0.01%	3124
2024 Q4	$30.5K	Buy	1,429 +33	+2%	+$714	﹤0.01%	6152
2024 Q3	$31K	Hold	1,396	–	–	﹤0.01%	6134
2024 Q2	$29.7K	Hold	1,396	–	–	﹤0.01%	6037
2024 Q1	$29.9K	Buy	+1,396	New	+$29.8K	﹤0.01%	6117

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

JP Morgan Chase's IBDV Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.4% in Q2 2026, selling an estimated $5.43K and leaving 7,177 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #5753.

JP Morgan Chase first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.74M in Q3 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

JP Morgan Chase held 7,177 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $157K as of Q2 2026.
JP Morgan Chase sold 249 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $5.43K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5753 holding.
JP Morgan Chase first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
JP Morgan Chase's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $6.74M in Q3 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.