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Snowden Capital Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Snowden Capital Advisors’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 		$9.89M Buy
453,691
+13,876
+3% +$303K 0.23% 79
2026
Q1 		$9.63M Buy
439,815
+1,825
+0.4% +$40.2K 0.26% 72
2025
Q4 		$9.67M Buy
437,990
+81,328
+23% +$1.8M 0.25% 77
2025
Q3 		$7.9M Buy
356,662
+3,254
+0.9% +$71.6K 0.22% 91
2025
Q2 		$7.77M Sell
353,408
-606
-0.2% -$13.1K 0.23% 89
2025
Q1 		$7.69M Buy
354,014
+337,648
+2,063% +$7.26M 0.25% 83
2024
Q4 		$350K Buy
16,366
+416
+3% +$8.99K 0.01% 917
2024
Q3 		$354K Sell
15,950
-28
-0.2% -$611 0.01% 922
2024
Q2 		$340K Buy
15,978
+502
+3% +$10.6K 0.01% 924
2024
Q1 		$331K Buy
15,476
+3,023
+24% +$64.6K 0.01% 926
2023
Q4 		$269K Hold
12,453
– – 0.01% 945
2023
Q3 		$254K Sell
12,453
-1,095
-8% -$22.8K 0.01% 913
2023
Q2 		$287K Sell
13,548
-1,740
-11% -$37.1K 0.01% 968
2023
Q1 		$329K Buy
15,288
+2,313
+18% +$49.2K 0.01% 909
2022
Q4 		$270K Sell
12,975
-5,159
-28% -$106K 0.01% 957
2022
Q3 		$367K Sell
18,134
-12
-0.1% -$258 0.02% 794
2022
Q2 		$388K Buy
+18,146
New +$397K 0.02% 749

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

Snowden Capital Advisors's IBDV Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.2% in Q2 2026, buying an estimated $303K and bringing the position to 453,691 shares worth $9.89M. The position accounts for 0.23% of the portfolio, ranked #79.

Snowden Capital Advisors first reported a position in IBDV in Q2 2022 and has held it in 17 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Snowden Capital Advisors held 453,691 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $9.89M as of Q2 2026.
  • Snowden Capital Advisors bought 13,876 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $303K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.23% of Snowden Capital Advisors's portfolio in Q2 2026, its #79 holding.
  • Snowden Capital Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.