Arcadia Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Arcadia Investment Advisors’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	$8.05M	Buy	347,588 +25,992	+8%	+$603K	3.4%	13
2026 Q1	$7.48M	Buy	321,596 +20,447	+7%	+$478K	3.53%	13
2025 Q4	$7.05M	Buy	301,149 +32,895	+12%	+$771K	3.28%	14
2025 Q3	$6.3M	Buy	268,254 +2,751	+1%	+$64.3K	3.06%	16
2025 Q2	$6.19M	Buy	265,503 +1,297	+0.5%	+$29.9K	3.21%	16
2025 Q1	$6.11M	Buy	264,206 +27,953	+12%	+$641K	3.42%	15
2024 Q4	$5.39M	Buy	236,253 +227,687	+2,658%	+$5.24M	2.93%	16
2024 Q3	$201K	Buy	8,566 +4,248	+98%	+$98.5K	0.11%	37
2024 Q2	$97.9K	Hold	4,318	–	–	0.06%	47
2024 Q1	$98.5K	Hold	4,318	–	–	0.06%	48
2023 Q4	$99.6K	Buy	+4,318	New	+$95.7K	0.06%	47

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

Arcadia Investment Advisors's IBDU Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8.1% in Q2 2026, buying an estimated $603K and bringing the position to 347,588 shares worth $8.05M. The position accounts for 3.4% of the portfolio, ranked #13.

Arcadia Investment Advisors first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Arcadia Investment Advisors held 347,588 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8.05M as of Q2 2026.
Arcadia Investment Advisors bought 25,992 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $603K.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.4% of Arcadia Investment Advisors's portfolio in Q2 2026, its #13 holding.
Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.