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 Q2	$465K	Buy	21,346 +265	+1%	+$5.78K	﹤0.01%	1829
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	Sell	71,165 -52,835	-43%	-$1.13M	﹤0.01%	1180
2023 Q4	$2.68M	Buy	+124,000	New	+$2.56M	﹤0.01%	1199

Other funds holding IBDV

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Neuberger Berman Group's IBDV Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.3% in Q2 2026, buying an estimated $5.78K and bringing the position to 21,346 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Neuberger Berman Group first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q4 2023. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Neuberger Berman Group held 21,346 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $465K as of Q2 2026.
Neuberger Berman Group bought 265 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $5.78K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1829 holding.
Neuberger Berman Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Neuberger Berman Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.68M in Q4 2023.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.