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Woodmont Investment Counsel’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Woodmont Investment Counsel’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 		$26.3M Buy
1,207,452
+143,107
+13% +$3.12M 1.44% 17
2026
Q1 		$23.3M Buy
1,064,345
+110,458
+12% +$2.44M 1.44% 18
2025
Q4 		$21.1M Buy
953,887
+158,362
+20% +$3.5M 1.32% 18
2025
Q3 		$17.6M Buy
795,525
+741,768
+1,380% +$16.3M 1.17% 20
2025
Q2 		$1.18M Buy
+53,757
New +$1.16M 0.08% 140

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Woodmont Investment Counsel's IBDV Position: Q2 2026 in Review

Woodmont Investment Counsel increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q2 2026, buying an estimated $3.12M and bringing the position to 1,207,452 shares worth $26.3M. The position accounts for 1.44% of the portfolio, ranked #17.

Woodmont Investment Counsel first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Woodmont Investment Counsel held 1,207,452 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $26.3M as of Q2 2026.
  • Woodmont Investment Counsel bought 143,107 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.12M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 1.44% of Woodmont Investment Counsel's portfolio in Q2 2026, its #17 holding.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.