Private Advisor Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Private Advisor 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	$506K	Sell	23,203 -44,787	-66%	-$977K	﹤0.01%	1793
2026 Q1	$1.49M	Buy	67,990 +6,279	+10%	+$138K	0.01%	1186
2025 Q4	$1.36M	Buy	61,711 +20,786	+51%	+$460K	0.01%	1232
2025 Q3	$906K	Sell	40,925 -84	-0.2%	-$1.85K	﹤0.01%	1423
2025 Q2	$901K	Buy	41,009 +16	+0%	+$347	﹤0.01%	1367
2025 Q1	$890K	Buy	40,993 +1,986	+5%	+$42.7K	0.01%	1306
2024 Q4	$833K	Buy	39,007 +1,181	+3%	+$25.5K	﹤0.01%	1323
2024 Q3	$839K	Buy	37,826 +5,853	+18%	+$128K	0.01%	1330
2024 Q2	$680K	Buy	31,973 +21,156	+196%	+$447K	﹤0.01%	1402
2024 Q1	$231K	Buy	+10,817	New	+$231K	﹤0.01%	2020

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

Private Advisor Group's IBDV Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 66% in Q2 2026, selling an estimated $977K and leaving 23,203 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Private Advisor Group first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Private Advisor Group held 23,203 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $506K as of Q2 2026.
Private Advisor Group sold 44,787 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $977K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1793 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Private Advisor Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.49M in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.