Miller Global Investments’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Miller Global Investments’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	–	Sell	-2,755	Closed	-$60.3K	–	299
2026 Q1	$60.3K	Buy	+2,755	New	+$60.7K	0.06%	173

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

Miller Global Investments's IBDV Position: Q2 2026 in Review

Miller Global Investments sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026, closing a stake of 2,755 shares — an estimated $60.3K sold.

Miller Global Investments first reported a position in IBDV in Q1 2026 and held it in 1 quarter. The position peaked at $60.3K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Miller Global Investments reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Miller Global Investments sold 2,755 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $60.3K.
Miller Global Investments first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
Miller Global Investments's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $60.3K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.