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

NewEdge 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
Q1 		$25.1M Buy
1,148,770
+13,996
+1% +$309K 0.09% 223
2025
Q4 		$25M Buy
1,134,774
+185,274
+20% +$4.1M 0.09% 208
2025
Q3 		$21M Buy
949,500
+260,892
+38% +$5.74M 0.1% 218
2025
Q2 		$15.1M Sell
688,608
-58,738
-8% -$1.27M 0.08% 254
2025
Q1 		$16.2M Buy
747,346
+116,011
+18% +$2.49M 0.1% 214
2024
Q4 		$13.5M Sell
631,335
-782
-0.1% -$16.9K 0.08% 247
2024
Q3 		$14M Buy
632,117
+533,429
+541% +$11.6M 0.09% 225
2024
Q2 		$2.1M Buy
98,688
+12,876
+15% +$272K 0.02% 730
2024
Q1 		$1.84M Buy
85,812
+5,331
+7% +$114K 0.02% 730
2023
Q4 		$1.74M Buy
80,481
+22,332
+38% +$462K 0.02% 718
2023
Q3 		$1.19M Sell
58,149
-3,931
-6% -$81.9K 0.01% 788
2023
Q2 		$1.32M Buy
62,080
+396
+0.6% +$8.44K 0.01% 744
2023
Q1 		$1.33M Sell
61,684
-2,839
-4% -$60.4K 0.02% 682
2022
Q4 		$1.34K Buy
+64,523
New +$1.33M ﹤0.01% 2945

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 $80B AUM 26.12% 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

NewEdge Advisors's IBDV Position: Q1 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.2% in Q1 2026, buying an estimated $309K and bringing the position to 1,148,770 shares worth $25.1M. The position accounts for 0.09% of the portfolio, ranked #223.

NewEdge Advisors first reported a position in IBDV in Q4 2022 and has held it in 14 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • NewEdge Advisors held 1,148,770 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $25.1M as of Q1 2026.
  • NewEdge Advisors bought 13,996 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $309K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of NewEdge Advisors's portfolio in Q1 2026, its #223 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.