AMG National Trust Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

AMG National Trust Bank’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	$245K	Buy	+10,562	New	+$245K	0.01%	407

Other funds holding IBDU

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

HPC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

AMG National Trust Bank's IBDU Position: Q2 2026 in Review

AMG National Trust Bank opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 10,562 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings.

263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

AMG National Trust Bank held 10,562 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $245K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new AMG National Trust Bank position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #407 holding.
263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.