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

StoneX 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 Q1	–	Sell	-27,225	Closed	-$601K	–	1069
2025 Q4	$601K	Buy	27,225 +9,960	+58%	+$220K	0.03%	479
2025 Q3	$382K	Buy	17,265 +2,395	+16%	+$52.7K	0.02%	625
2025 Q2	$327K	Buy	14,870 +240	+2%	+$5.2K	0.02%	630
2025 Q1	$318K	Buy	+14,630	New	+$314K	0.02%	616

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

StoneX Group's IBDV Position: Q1 2026 in Review

StoneX Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 27,225 shares — an estimated $601K sold.

StoneX Group first reported a position in IBDV in Q1 2025 and held it in 4 quarters. The position peaked at $601K in Q4 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

StoneX Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 27,225 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $601K.
StoneX Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
StoneX Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $601K in Q4 2025.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.