TFR Capital
IBDV icon

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

TFR Capital’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
Q3 		$1.27M Buy
60,095
+26,485
+79% +$570K 0.33% 72
2026
Q2 		$733K Buy
33,610
+8,036
+31% +$175K 0.21% 101
2026
Q1 		$560K Buy
+25,574
New +$564K 0.17% 103

Other funds holding IBDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

TFR Capital's IBDV Position: Q3 2026 in Review

TFR Capital increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 79% in Q3 2026, buying an estimated $570K and bringing the position to 60,095 shares worth $1.27M. The position accounts for 0.33% of the portfolio, ranked #72.

TFR Capital first reported a position in IBDV in Q1 2026 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • TFR Capital held 60,095 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.27M as of Q3 2026.
  • TFR Capital bought 26,485 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $570K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.33% of TFR Capital's portfolio in Q3 2026, its #72 holding.
  • TFR Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.