MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MML Investors Services’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 		$499K Buy
22,877
+3,056
+15% +$66.7K ﹤0.01% 2474
2026
Q1 		$434K Sell
19,821
-2,243
-10% -$49.5K ﹤0.01% 2315
2025
Q4 		$487K Buy
22,064
+5,342
+32% +$118K ﹤0.01% 2278
2025
Q3 		$370K Sell
16,722
-3,178
-16% -$69.9K ﹤0.01% 2372
2025
Q2 		$437K Sell
19,900
-5,469
-22% -$118K ﹤0.01% 2179
2025
Q1 		$551K Buy
25,369
+911
+4% +$19.6K ﹤0.01% 1924
2024
Q4 		$522K Buy
24,458
+966
+4% +$20.9K ﹤0.01% 1894
2024
Q3 		$521K Buy
23,492
+4,747
+25% +$104K ﹤0.01% 1830
2024
Q2 		$399K Buy
18,745
+6,333
+51% +$134K ﹤0.01% 1917
2024
Q1 		$266K Buy
12,412
+2,973
+31% +$63.6K ﹤0.01% 2189
2023
Q4 		$204K Buy
+9,439
New +$195K ﹤0.01% 2308

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

MML Investors Services's IBDV Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 15% in Q2 2026, buying an estimated $66.7K and bringing the position to 22,877 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

MML Investors Services first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $551K in Q1 2025. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • MML Investors Services held 22,877 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $499K as of Q2 2026.
  • MML Investors Services bought 3,056 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $66.7K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2474 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • MML Investors Services's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $551K in Q1 2025.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.