Princeton Global Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Princeton Global Asset 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 Q2	$572K	Buy	26,240 +9,878	+60%	+$215K	0.08%	130
2026 Q1	$358K	Buy	16,362 +1,762	+12%	+$38.9K	0.06%	156
2025 Q4	$322K	Buy	14,600 +9,148	+168%	+$202K	0.05%	159
2025 Q3	$121K	Buy	5,452 +612	+13%	+$13.5K	0.02%	237
2025 Q2	$106K	Buy	4,840 +4,035	+501%	+$87.4K	0.02%	234
2025 Q1	$17.5K	Buy	805 +543	+207%	+$11.7K	﹤0.01%	414
2024 Q4	$5.59K	Buy	262 +4	+2%	+$86	﹤0.01%	534
2024 Q3	$5.72K	Buy	258 +3	+1%	+$65	﹤0.01%	537
2024 Q2	$5.42K	Buy	255 +3	+1%	+$63	﹤0.01%	525
2024 Q1	$5.39K	Buy	+252	New	+$5.39K	﹤0.01%	482

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

Princeton Global Asset Management's IBDV Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 60% in Q2 2026, buying an estimated $215K and bringing the position to 26,240 shares worth $572K. The position accounts for 0.08% of the portfolio, ranked #130.

Princeton Global Asset Management first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Princeton Global Asset Management held 26,240 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $572K as of Q2 2026.
Princeton Global Asset Management bought 9,878 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $215K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #130 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.