Moors & Cabot
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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
Q3 		$422K Buy
19,963
+2,177
+12% +$46.9K 0.02% 625
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

Capital Investment Advisors
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Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Moors & Cabot's IBDV Position: Q3 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q3 2026, buying an estimated $46.9K and bringing the position to 19,963 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #625.

Moors & Cabot first reported a position in IBDV in Q3 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Moors & Cabot held 19,963 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $422K as of Q3 2026.
  • Moors & Cabot bought 2,177 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $46.9K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #625 holding.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.