Romano Brothers & Co’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Romano Brothers & Co’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	$3.93M	Buy	180,142 +6,484	+4%	+$141K	0.39%	74
2026 Q1	$3.8M	Buy	173,658 +17,881	+11%	+$394K	0.43%	72
2025 Q4	$3.44M	Buy	155,777 +48,261	+45%	+$1.07M	0.39%	73
2025 Q3	$2.38M	Buy	107,516 +76,404	+246%	+$1.68M	0.27%	95
2025 Q2	$684K	Buy	31,112 +8,464	+37%	+$183K	0.08%	193
2025 Q1	$492K	Buy	+22,648	New	+$487K	0.06%	217

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

Romano Brothers & Co's IBDV Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.7% in Q2 2026, buying an estimated $141K and bringing the position to 180,142 shares worth $3.93M. The position accounts for 0.39% of the portfolio, ranked #74.

Romano Brothers & Co first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Romano Brothers & Co held 180,142 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.93M as of Q2 2026.
Romano Brothers & Co bought 6,484 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $141K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.39% of Romano Brothers & Co's portfolio in Q2 2026, its #74 holding.
Romano Brothers & Co first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.