Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Koesten Hirschmann & Crabtree’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	$226K	Buy	+10,385	New	+$227K	0.09%	49
2025 Q4	–	Sell	-6,850	Closed	-$152K	–	125
2025 Q3	$152K	Hold	6,850	–	–	0.07%	45
2025 Q2	$151K	Hold	6,850	–	–	0.08%	45
2025 Q1	$149K	Hold	6,850	–	–	0.09%	41
2024 Q4	$146K	Buy	6,850 +1,000	+17%	+$21.6K	0.08%	42
2024 Q3	$130K	Hold	5,850	–	–	0.08%	46
2024 Q2	$125K	Hold	5,850	–	–	0.08%	46
2024 Q1	$125K	Hold	5,850	–	–	0.08%	46
2023 Q4	$127K	Buy	+5,850	New	+$121K	0.09%	36

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

Koesten Hirschmann & Crabtree's IBDV Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026: 10,385 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #49 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in IBDV as recently as Q3 2025.

Koesten Hirschmann & Crabtree first reported a position in IBDV in Q4 2023 and has held it in 9 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Koesten Hirschmann & Crabtree held 10,385 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $226K as of Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #49 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.