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Naples Global Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Naples Global Advisors’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 		$410K Sell
18,795
-680
-3% -$14.8K 0.03% 366
2026
Q1 		$426K Buy
19,475
+855
+5% +$18.9K 0.03% 348
2025
Q4 		$411K Buy
18,620
+5,775
+45% +$128K 0.03% 353
2025
Q3 		$285K Buy
+12,845
New +$283K 0.02% 386

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

Naples Global Advisors's IBDV Position: Q2 2026 in Review

Naples Global Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.5% in Q2 2026, selling an estimated $14.8K and leaving 18,795 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #366.

Naples Global Advisors first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $426K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Naples Global Advisors held 18,795 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $410K as of Q2 2026.
  • Naples Global Advisors sold 680 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $14.8K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #366 holding.
  • Naples Global Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Naples Global Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $426K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.