LPL Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

LPL Financial’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	$32.6M	Buy	1,494,454 +456,433	+44%	+$9.96M	0.01%	1263
2026 Q1	$22.7M	Buy	1,038,021 +180,537	+21%	+$3.98M	0.01%	1377
2025 Q4	$18.9M	Buy	857,484 +346,453	+68%	+$7.66M	0.01%	1450
2025 Q3	$11.3M	Buy	511,031 +39,438	+8%	+$868K	﹤0.01%	1759
2025 Q2	$10.4M	Buy	471,593 +42,824	+10%	+$928K	﹤0.01%	1683
2025 Q1	$9.31M	Buy	428,769 +82,621	+24%	+$1.78M	﹤0.01%	1658
2024 Q4	$7.39M	Buy	346,148 +84,106	+32%	+$1.82M	﹤0.01%	1768
2024 Q3	$5.81M	Buy	262,042 +54,575	+26%	+$1.19M	﹤0.01%	1870
2024 Q2	$4.41M	Buy	207,467 +21,047	+11%	+$445K	﹤0.01%	1965
2024 Q1	$3.99M	Buy	186,420 +69,293	+59%	+$1.48M	﹤0.01%	1953
2023 Q4	$2.53M	Buy	117,127 +11,135	+11%	+$230K	﹤0.01%	2212
2023 Q3	$2.16M	Buy	105,992 +24,134	+29%	+$503K	﹤0.01%	2228
2023 Q2	$1.74M	Buy	81,858 +20,274	+33%	+$432K	﹤0.01%	2366
2023 Q1	$1.33M	Buy	61,584 +23,815	+63%	+$506K	﹤0.01%	2520
2022 Q4	$786K	Buy	37,769 +21,109	+127%	+$435K	﹤0.01%	2839
2022 Q3	$338K	Buy	+16,660	New	+$358K	﹤0.01%	3479

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

LPL Financial's IBDV Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 44% in Q2 2026, buying an estimated $9.96M and bringing the position to 1,494,454 shares worth $32.6M. The position accounts for 0.01% of the portfolio, ranked #1263.

LPL Financial first reported a position in IBDV in Q3 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

LPL Financial held 1,494,454 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $32.6M as of Q2 2026.
LPL Financial bought 456,433 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $9.96M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1263 holding.
LPL Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.