Wells Fargo
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Wells Fargo’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Wells Fargo’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 		$65.8M Buy
3,017,703
+88,578
+3% +$1.93M 0.01% 879
2026
Q1 		$64.1M Sell
2,929,125
-103,268
-3% -$2.28M 0.01% 836
2025
Q4 		$66.9M Buy
3,032,393
+185,638
+7% +$4.1M 0.01% 777
2025
Q3 		$63.1M Buy
2,846,755
+298,544
+12% +$6.57M 0.01% 809
2025
Q2 		$56M Buy
2,548,211
+146,700
+6% +$3.18M 0.01% 804
2025
Q1 		$52.2M Buy
2,401,511
+243,432
+11% +$5.23M 0.01% 801
2024
Q4 		$46.1M Buy
2,158,079
+147,287
+7% +$3.18M 0.01% 852
2024
Q3 		$44.6M Buy
2,010,792
+139,690
+7% +$3.05M 0.01% 848
2024
Q2 		$39.8M Buy
1,871,102
+843,811
+82% +$17.8M 0.01% 863
2024
Q1 		$22M Buy
1,027,291
+678,631
+195% +$14.5M 0.01% 1176
2023
Q4 		$7.55M Buy
348,660
+209,304
+150% +$4.33M ﹤0.01% 1911
2023
Q3 		$2.84M Buy
139,356
+505
+0.4% +$10.5K ﹤0.01% 2525
2023
Q2 		$2.94M Buy
138,851
+3,950
+3% +$84.2K ﹤0.01% 2589
2023
Q1 		$2.9M Buy
134,901
+52,846
+64% +$1.12M ﹤0.01% 2556
2022
Q4 		$1.71M Buy
82,055
+39,451
+93% +$814K ﹤0.01% 2900
2022
Q3 		$863K Sell
42,604
-1,274
-3% -$27.4K ﹤0.01% 3322
2022
Q2 		$939K Buy
43,878
+5,564
+15% +$122K ﹤0.01% 3327
2022
Q1 		$888K Buy
38,314
+9,500
+33% +$227K ﹤0.01% 3997
2021
Q4 		$723K Buy
28,814
+477
+2% +$12K ﹤0.01% 4378
2021
Q3 		$717K Buy
28,337
+5,480
+24% +$140K ﹤0.01% 4454
2021
Q2 		$583K Buy
22,857
+10,331
+82% +$259K ﹤0.01% 4542
2021
Q1 		$310K Buy
12,526
+10,290
+460% +$262K ﹤0.01% 4957
2020
Q4 		$59K Buy
+2,236
New +$58K ﹤0.01% 5542

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo's IBDV Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3% in Q2 2026, buying an estimated $1.93M and bringing the position to 3,017,703 shares worth $65.8M. The position accounts for 0.01% of the portfolio, ranked #879.

Wells Fargo first reported a position in IBDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $66.9M in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Wells Fargo held 3,017,703 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $65.8M as of Q2 2026.
  • Wells Fargo bought 88,578 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.93M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #879 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
  • Wells Fargo's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $66.9M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.