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Penobscot Investment Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Penobscot Investment Management’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 		$3.45M Buy
157,647
+27,205
+21% +$600K 0.27% 87
2025
Q4 		$2.88M Buy
130,442
+39,707
+44% +$878K 0.22% 95
2025
Q3 		$2.01M Buy
90,735
+12,200
+16% +$269K 0.15% 124
2025
Q2 		$1.73M Buy
78,535
+8,335
+12% +$181K 0.15% 127
2025
Q1 		$1.52M Buy
70,200
+23,700
+51% +$509K 0.14% 132
2024
Q4 		$993K Buy
46,500
+16,150
+53% +$349K 0.09% 160
2024
Q3 		$673K Buy
30,350
+6,650
+28% +$145K 0.06% 188
2024
Q2 		$504K Buy
23,700
+11,800
+99% +$249K 0.05% 201
2024
Q1 		$255K Buy
+11,900
New +$254K 0.03% 269

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