LHC
IBDV icon

Little House Capital’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Little House 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 		$933K Buy
42,798
+1,083
+3% +$23.6K 0.21% 87
2026
Q1 		$913K Sell
41,715
-7,000
-14% -$154K 0.24% 84
2025
Q4 		$1.08M Sell
48,715
-4,808
-9% -$106K 0.27% 81
2025
Q3 		$1.19M Buy
53,523
+1,093
+2% +$24.1K 0.27% 75
2025
Q2 		$1.15M Sell
52,430
-12
-0% -$260 0.29% 77
2025
Q1 		$1.14M Buy
52,442
+690
+1% +$14.8K 0.31% 75
2024
Q4 		$1.11M Sell
51,752
-4,106
-7% -$88.8K 0.32% 62
2024
Q3 		$1.24M Buy
55,858
+2,383
+4% +$52K 0.36% 65
2024
Q2 		$1.14M Buy
53,475
+6,296
+13% +$133K 0.36% 66
2024
Q1 		$1.01M Sell
47,179
-8,173
-15% -$175K 0.33% 75
2023
Q4 		$1.2M Sell
55,352
-1,686
-3% -$34.9K 0.44% 66
2023
Q3 		$1.16M Buy
57,038
+6,084
+12% +$127K 0.48% 62
2023
Q2 		$1.08M Buy
50,954
+2,197
+5% +$46.8K 0.46% 64
2023
Q1 		$1.05M Buy
48,757
+2,071
+4% +$44K 0.49% 61
2022
Q4 		$971K Buy
46,686
+4,624
+11% +$95.4K 0.48% 56
2022
Q3 		$852K Buy
42,062
+3,162
+8% +$67.9K 0.45% 62
2022
Q2 		$832K Buy
38,900
+13,523
+53% +$296K 0.45% 63
2022
Q1 		$588K Sell
25,377
-4,279
-14% -$102K 0.3% 92
2021
Q4 		$744K Sell
29,656
-511
-2% -$12.8K 0.39% 73
2021
Q3 		$763K Sell
30,167
-623
-2% -$16K 0.45% 63
2021
Q2 		$785K Buy
+30,790
New +$773K 0.42% 70

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

Little House Capital's IBDV Position: Q2 2026 in Review

Little House Capital increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.6% in Q2 2026, buying an estimated $23.6K and bringing the position to 42,798 shares worth $933K. The position accounts for 0.21% of the portfolio, ranked #87.

Little House Capital first reported a position in IBDV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.24M in Q3 2024. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Little House Capital held 42,798 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $933K as of Q2 2026.
  • Little House Capital bought 1,083 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $23.6K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.21% of Little House Capital's portfolio in Q2 2026, its #87 holding.
  • Little House Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2021 and has held it in 21 quarters since.
  • Little House Capital's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.24M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.