Truist Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Truist Financial’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	$400K	Buy	18,368 +119	+0.7%	+$2.6K	﹤0.01%	2353
2026 Q1	$399K	Sell	18,249 -6,692	-27%	-$148K	﹤0.01%	2211
2025 Q4	$550K	Buy	24,941 +1,668	+7%	+$36.9K	﹤0.01%	1996
2025 Q3	$515K	Buy	23,273 +302	+1%	+$6.65K	﹤0.01%	2019
2025 Q2	$505K	Buy	22,971 +10,753	+88%	+$233K	﹤0.01%	1968
2025 Q1	$265K	Sell	12,218 -1,401	-10%	-$30.1K	﹤0.01%	2209
2024 Q4	$291K	Buy	13,619 +615	+5%	+$13.3K	﹤0.01%	2179
2024 Q3	$288K	Sell	13,004 -3,845	-23%	-$83.9K	﹤0.01%	2151
2024 Q2	$358K	Sell	16,849 -17,971	-52%	-$380K	﹤0.01%	2190
2024 Q1	$745K	Buy	+34,820	New	+$745K	﹤0.01%	1754

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

Truist Financial's IBDV Position: Q2 2026 in Review

Truist Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.65% in Q2 2026, buying an estimated $2.6K and bringing the position to 18,368 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Truist Financial first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $745K in Q1 2024. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Truist Financial held 18,368 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $400K as of Q2 2026.
Truist Financial bought 119 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.6K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2353 holding.
Truist Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Truist Financial's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $745K in Q1 2024.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.