Advisory Services Network’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Advisory Services Network’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	$607K	Buy	26,209 +1,034	+4%	+$24K	0.01%	1301
2026 Q1	$586K	Sell	25,175 -2,297	-8%	-$53.7K	0.01%	1196
2025 Q4	$643K	Buy	27,472 +12,999	+90%	+$305K	0.01%	1087
2025 Q3	$340K	Buy	14,473 +2,050	+17%	+$47.9K	0.01%	1396
2025 Q2	$289K	Buy	12,423 +2,437	+24%	+$56.2K	﹤0.01%	1431
2025 Q1	$231K	Buy	+9,986	New	+$229K	﹤0.01%	1441
2024 Q1	–	Sell	-1,000	Closed	-$23.1K	–	2472
2023 Q4	$23.1K	Buy	+1,000	New	+$22.2K	﹤0.01%	2446
2021 Q3	–	Sell	-307	Closed	-$8K	–	2256
2021 Q2	$8K	Buy	+307	New	+$8.12K	﹤0.01%	2901
2021 Q1	–	Sell	-307	Closed	-$8K	–	2070
2020 Q4	$8K	Sell	307 -2,170	-88%	-$59K	﹤0.01%	2538
2020 Q3	$67K	Buy	+2,477	New	+$67.3K	﹤0.01%	1442
2020 Q2	–	Sell	-2,170	Closed	-$52K	–	1821
2020 Q1	$52K	Hold	2,170	–	–	﹤0.01%	1366
2019 Q4	$55K	Buy	+2,170	New	+$55.2K	﹤0.01%	1443

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

Advisory Services Network's IBDU Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.1% in Q2 2026, buying an estimated $24K and bringing the position to 26,209 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #1301.

Advisory Services Network first reported a position in IBDU in Q4 2019 and has held it in 12 quarters since. The position peaked at $643K in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Advisory Services Network held 26,209 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $607K as of Q2 2026.
Advisory Services Network bought 1,034 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $24K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1301 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and has held it in 12 quarters since.
Advisory Services Network's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $643K in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.