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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
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 $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Moors & Cabot's IBDV Position: Q1 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 32% in Q1 2026, buying an estimated $83.3K and bringing the position to 15,574 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #658.

Moors & Cabot first reported a position in IBDV in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Moors & Cabot held 15,574 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $341K as of Q1 2026.
  • Moors & Cabot bought 3,777 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $83.3K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #658 holding.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.