Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$2.11M	Buy	96,993 +2,500	+3%	+$54.5K	1.27%	20
2026 Q1	$2.05M	Buy	94,493 +6,731	+8%	+$148K	1.04%	26
2025 Q4	$1.94M	Buy	87,762 +12,539	+17%	+$277K	1%	27
2025 Q3	$1.66M	Buy	75,223 +13,650	+22%	+$300K	0.88%	29
2025 Q2	$1.34M	Buy	61,573 +4,800	+8%	+$104K	0.8%	29
2025 Q1	$1.23M	Buy	56,773 +36,240	+176%	+$779K	0.84%	30
2024 Q4	$439K	Sell	20,533 -12,967	-39%	-$280K	0.29%	45
2024 Q3	$743K	Buy	+33,500	New	+$731K	0.51%	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

Lugano Financial Advisors SA (LFA)'s IBDV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.6% in Q2 2026, buying an estimated $54.5K and bringing the position to 96,993 shares worth $2.11M. The position accounts for 1.27% of the portfolio, ranked #20.

Lugano Financial Advisors SA (LFA) first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 96,993 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.11M as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 2,500 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $54.5K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.27% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #20 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.