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Winthrop Partners - WNY’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Winthrop Partners - WNY’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 		$4.74M Buy
217,320
+11,369
+6% +$248K 2.34% 18
2026
Q1 		$4.51M Buy
205,951
+9,083
+5% +$200K 2.4% 19
2025
Q4 		$4.34M Buy
+196,868
New +$4.35M 2.34% 16

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
Wells Fargo
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

Winthrop Partners - WNY's IBDV Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.5% in Q2 2026, buying an estimated $248K and bringing the position to 217,320 shares worth $4.74M. The position accounts for 2.34% of the portfolio, ranked #18.

Winthrop Partners - WNY 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.

  • Winthrop Partners - WNY held 217,320 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.74M as of Q2 2026.
  • Winthrop Partners - WNY bought 11,369 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $248K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.34% of Winthrop Partners - WNY's portfolio in Q2 2026, its #18 holding.
  • Winthrop Partners - WNY 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 Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.