Trust Company
IBDV icon

Trust Company’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Trust Company’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 		$162K Hold
7,659
– – 0.01% 195
2026
Q2 		$167K Hold
7,659
– – 0.02% 178
2026
Q1 		$168K Buy
7,659
+28
+0.4% +$617 0.02% 189
2025
Q4 		$168K Buy
7,631
+1
+0% +$22 0.02% 186
2025
Q3 		$169K Hold
7,630
– – 0.02% 150
2025
Q2 		$168K Buy
7,630
+1,842
+32% +$39.9K 0.02% 150
2025
Q1 		$126K Buy
5,788
+1,170
+25% +$25.1K 0.01% 161
2024
Q4 		$98.6K Hold
4,618
– – 0.01% 175
2024
Q3 		$102K Buy
4,618
+2,292
+99% +$50K 0.01% 162
2024
Q2 		$49.5K Hold
2,326
– – 0.01% 188
2024
Q1 		$49.8K Buy
+2,326
New +$49.7K 0.01% 185

Other funds holding IBDV

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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Trust Company's IBDV Position: Q3 2026 in Review

Trust Company held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 7,659 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #195.

Trust Company first reported a position in IBDV in Q1 2024 and has held it in 11 quarters since. The position peaked at $169K in Q3 2025. 261 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Trust Company held 7,659 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $162K as of Q3 2026.
  • Trust Company left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #195 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Trust Company's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $169K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.