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Advisornet Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Advisornet Financial’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 		$20.5K Buy
885
+10
+1% +$232 ﹤0.01% 1383
2026
Q1 		$20.3K Buy
875
+7
+0.8% +$164 ﹤0.01% 1330
2025
Q4 		$20.3K Buy
868
+13
+2% +$305 ﹤0.01% 1317
2025
Q3 		$20.1K Buy
855
+10
+1% +$234 ﹤0.01% 1300
2025
Q2 		$19.7K Buy
845
+10
+1% +$231 ﹤0.01% 1276
2025
Q1 		$19.3K Buy
835
+7
+0.8% +$161 ﹤0.01% 1206
2024
Q4 		$18.9K Buy
828
+13
+2% +$299 ﹤0.01% 1163
2024
Q3 		$19.2K Buy
815
+9
+1% +$209 ﹤0.01% 1210
2024
Q2 		$18.3K Buy
806
+10
+1% +$226 ﹤0.01% 1123
2024
Q1 		$18.2K Buy
796
+6
+0.8% +$137 ﹤0.01% 1104
2023
Q4 		$18.2K Buy
+790
New +$17.5K ﹤0.01% 1113

Other funds holding IBDU

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Advisornet Financial's IBDU Position: Q2 2026 in Review

Advisornet Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $232 and bringing the position to 885 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Advisornet Financial first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Advisornet Financial held 885 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $20.5K as of Q2 2026.
  • Advisornet Financial bought 10 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $232.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1383 holding.
  • Advisornet Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.