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BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$143K Buy
6,774
+2,225
+49% +$47.9K 0.01% 1011
2026
Q2 		$99.2K Buy
+4,549
New +$99.2K ﹤0.01% 1114

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HighTower Advisors
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Sound View Wealth Advisors Group
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Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBDV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 49% in Q3 2026, buying an estimated $47.9K and bringing the position to 6,774 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #1011.

BOLTON SECURITIES CORPORATION first reported a position in IBDV in Q2 2026 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 6,774 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $143K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 2,225 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $47.9K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1011 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.