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NBT Bank’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

NBT Bank’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
2025
Q4 		– Sell
-830
Closed -$18.4K – 834
2025
Q3 		$18.4K Buy
+830
New +$18.3K ﹤0.01% 611

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NBT Bank's IBDV Position: Q4 2025 in Review

NBT Bank sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2025, closing a stake of 830 shares — an estimated $18.4K sold.

NBT Bank first reported a position in IBDV in Q3 2025 and held it in 1 quarter. The position peaked at $18.4K in Q3 2025. 315 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • NBT Bank reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • NBT Bank sold 830 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $18.4K.
  • NBT Bank first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • NBT Bank's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $18.4K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on NBT Bank's 13F filing for Q4 2025, filed 23 Jan 2026.