SRC
IBDV icon

Shufro Rose & Co’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Shufro Rose & 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 		$5.99M Buy
274,603
+158,897
+137% +$3.47M 0.34% 44
2026
Q1 		$2.53M Buy
+115,706
New +$2.55M 0.17% 70

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Shufro Rose & Co's IBDV Position: Q2 2026 in Review

Shufro Rose & Co increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 137% in Q2 2026, buying an estimated $3.47M and bringing the position to 274,603 shares worth $5.99M. The position accounts for 0.34% of the portfolio, ranked #44.

Shufro Rose & Co first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Shufro Rose & Co held 274,603 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.99M as of Q2 2026.
  • Shufro Rose & Co bought 158,897 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.47M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.34% of Shufro Rose & Co's portfolio in Q2 2026, its #44 holding.
  • Shufro Rose & Co first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.