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Moors & Cabot’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Moors & Cabot’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 		$388K Buy
17,786
+2,212
+14% +$48.3K 0.02% 649
2026
Q1 		$341K Buy
15,574
+3,777
+32% +$83.3K 0.01% 658
2025
Q4 		$260K Buy
11,797
+2,146
+22% +$47.5K 0.01% 752
2025
Q3 		$214K Buy
+9,651
New +$212K 0.01% 817

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

Moors & Cabot's IBDV Position: Q2 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 14% in Q2 2026, buying an estimated $48.3K and bringing the position to 17,786 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #649.

Moors & Cabot first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Moors & Cabot held 17,786 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $388K as of Q2 2026.
  • Moors & Cabot bought 2,212 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $48.3K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #649 holding.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.