Y.D. More Investments’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Y.D. More Investments’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	$55.3K	Sell	2,560 -4,720	-65%	-$103K	﹤0.01%	316
2026 Q1	$159K	Buy	7,280 +1,280	+21%	+$28.2K	0.01%	220
2025 Q4	$132K	Buy	+6,000	New	+$133K	0.01%	220

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

Y.D. More Investments's IBDV Position: Q2 2026 in Review

Y.D. More Investments reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 65% in Q2 2026, selling an estimated $103K and leaving 2,560 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Y.D. More Investments first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Y.D. More Investments held 2,560 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $55.3K as of Q2 2026.
Y.D. More Investments sold 4,720 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $103K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #316 holding.
Y.D. More Investments first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Y.D. More Investments's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $159K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.