1900 Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

1900 Wealth Management’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	$347K	Hold	14,985	–	–	0.02%	228
2026 Q1	$349K	Sell	14,985 -6,697	-31%	-$157K	0.02%	198
2025 Q4	$507K	Hold	21,682	–	–	0.03%	160
2025 Q3	$509K	Hold	21,682	–	–	0.03%	155
2025 Q2	$506K	Hold	21,682	–	–	0.04%	145
2025 Q1	$502K	Hold	21,682	–	–	0.04%	141
2024 Q4	$494K	Buy	+21,682	New	+$499K	0.04%	146

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

1900 Wealth Management's IBDU Position: Q2 2026 in Review

1900 Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 14,985 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #228.

1900 Wealth Management first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $509K in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

1900 Wealth Management held 14,985 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $347K as of Q2 2026.
1900 Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #228 holding.
1900 Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
1900 Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $509K in Q3 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.