Roble Belko & Company’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Roble Belko & Company’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	$2.48M	Buy	113,743 +11,363	+11%	+$248K	0.27%	44
2026 Q1	$2.24M	Buy	102,380 +75,978	+288%	+$1.68M	0.28%	42
2025 Q4	$583K	Hold	26,402	–	–	0.08%	75
2025 Q3	$585K	Buy	26,402 +3,599	+16%	+$79.2K	0.08%	73
2025 Q2	$501K	Hold	22,803	–	–	0.07%	77
2025 Q1	$495K	Buy	22,803 +1,075	+5%	+$23.1K	0.08%	75
2024 Q4	$464K	Buy	21,728 +2,816	+15%	+$60.9K	0.07%	78
2024 Q3	$419K	Hold	18,912	–	–	0.07%	77
2024 Q2	$402K	Hold	18,912	–	–	0.07%	76
2024 Q1	$405K	Hold	18,912	–	–	0.07%	79
2023 Q4	$409K	Sell	18,912 -15,095	-44%	-$312K	0.08%	68
2023 Q3	$693K	Buy	34,007 +24,300	+250%	+$506K	0.14%	54
2023 Q2	$206K	Buy	+9,707	New	+$207K	0.04%	87

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

Roble Belko & Company's IBDV Position: Q2 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q2 2026, buying an estimated $248K and bringing the position to 113,743 shares worth $2.48M. The position accounts for 0.27% of the portfolio, ranked #44.

Roble Belko & Company first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Roble Belko & Company held 113,743 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.48M as of Q2 2026.
Roble Belko & Company bought 11,363 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $248K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.27% of Roble Belko & Company's portfolio in Q2 2026, its #44 holding.
Roble Belko & Company first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.