Twin Cities Retirement Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Twin Cities Retirement 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 Q2	$2.75M	Buy	126,316 +1,296	+1%	+$28.3K	2.36%	12
2026 Q1	$2.74M	Buy	125,020 +9,541	+8%	+$210K	2.5%	12
2025 Q4	$2.55M	Buy	+115,479	New	+$2.55M	2.46%	12

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

Twin Cities Retirement Group's IBDV Position: Q2 2026 in Review

Twin Cities Retirement Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1% in Q2 2026, buying an estimated $28.3K and bringing the position to 126,316 shares worth $2.75M. The position accounts for 2.36% of the portfolio, ranked #12.

Twin Cities Retirement Group first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Twin Cities Retirement Group held 126,316 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.75M as of Q2 2026.
Twin Cities Retirement Group bought 1,296 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $28.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.36% of Twin Cities Retirement Group's portfolio in Q2 2026, its #12 holding.
Twin Cities Retirement Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Twin Cities Retirement Group's 13F filing for Q2 2026, filed 8 Jul 2026.