10Elms LLP’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

10Elms LLP’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.61M	Buy	199,139 +101,718	+104%	+$2.36M	1.95%	14
2026 Q1	$2.3M	Buy	97,421 +63,351	+186%	+$1.48M	1.45%	21
2025 Q4	$797K	Buy	34,070 +1,700	+5%	+$39.8K	0.73%	28
2025 Q3	$760K	Buy	32,370 +4,320	+15%	+$101K	0.68%	29
2025 Q2	$654K	Buy	28,050 +4,300	+18%	+$99.2K	0.62%	32
2025 Q1	$549K	Buy	23,750 +15,950	+204%	+$366K	0.55%	37
2024 Q4	$178K	Buy	+7,800	New	+$180K	0.18%	77

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

10Elms LLP's IBDU Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 104% in Q2 2026, buying an estimated $2.36M and bringing the position to 199,139 shares worth $4.61M. The position accounts for 1.95% of the portfolio, ranked #14.

10Elms LLP first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

10Elms LLP held 199,139 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.61M as of Q2 2026.
10Elms LLP bought 101,718 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.36M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.95% of 10Elms LLP's portfolio in Q2 2026, its #14 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.