Neuberger Berman Group
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Neuberger Berman Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Neuberger Berman Group’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 		$461K Sell
21,081
-1,250
-6% -$27.6K ﹤0.01% 1667
2025
Q4 		$493K Buy
22,331
+2,580
+13% +$57.1K ﹤0.01% 1643
2025
Q3 		$437K Buy
19,751
+6,210
+46% +$137K ﹤0.01% 1637
2025
Q2 		$298K Sell
13,541
-63,270
-82% -$1.37M ﹤0.01% 1733
2025
Q1 		$1.67M Hold
76,811
– – ﹤0.01% 1181
2024
Q4 		$1.64M Hold
76,811
– – ﹤0.01% 1181
2024
Q3 		$1.7M Buy
76,811
+5,035
+7% +$110K ﹤0.01% 1165
2024
Q2 		$1.53M Buy
71,776
+611
+0.9% +$12.9K ﹤0.01% 1162
2024
Q1 		$1.52M Buy
71,165
+9,165
+15% +$196K ﹤0.01% 1180
2023
Q4 		$1.34M Buy
+62,000
New +$1.28M ﹤0.01% 1199

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 $11.9B 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 $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return