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Archford Capital Strategies’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Archford Capital Strategies’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 		$1.13M Sell
48,754
-2,873
-6% -$66.6K 0.11% 159
2026
Q1 		$1.2M Sell
51,627
-1,018
-2% -$23.8K 0.14% 149
2025
Q4 		$1.23M Sell
52,645
-481
-0.9% -$11.3K 0.14% 141
2025
Q3 		$1.25M Buy
53,126
+1,297
+3% +$30.3K 0.15% 137
2025
Q2 		$1.21M Sell
51,829
-2,630
-5% -$60.7K 0.15% 132
2025
Q1 		$1.26M Sell
54,459
-967
-2% -$22.2K 0.18% 127
2024
Q4 		$1.26M Sell
55,426
-1,629
-3% -$37.5K 0.19% 119
2024
Q3 		$1.32M Sell
57,055
-1,604
-3% -$37.2K 0.2% 116
2024
Q2 		$1.33M Buy
58,659
+1,717
+3% +$38.7K 0.22% 107
2024
Q1 		$1.3M Sell
56,942
-441
-0.8% -$10.1K 0.22% 116
2023
Q4 		$1.32M Sell
57,383
-16,108
-22% -$357K 0.24% 108
2023
Q3 		$1.61M Buy
73,491
+4,647
+7% +$103K 0.32% 81
2023
Q2 		$1.55M Buy
68,844
+9,213
+15% +$209K 0.29% 81
2023
Q1 		$1.37M Buy
59,631
+7,299
+14% +$165K 0.29% 84
2022
Q4 		$1.16M Buy
52,332
+14,716
+39% +$324K 0.27% 93
2022
Q3 		$820K Sell
37,616
-38
-0.1% -$871 0.21% 113
2022
Q2 		$860K Buy
37,654
+1,060
+3% +$24.7K 0.22% 111
2022
Q1 		$885K Buy
36,594
+11,627
+47% +$293K 0.2% 129
2021
Q4 		$657K Buy
24,967
+685
+3% +$18.1K 0.15% 155
2021
Q3 		$646K Buy
24,282
+1,727
+8% +$46.5K 0.15% 160
2021
Q2 		$605K Buy
22,555
+1,655
+8% +$43.8K 0.15% 156
2021
Q1 		$553K Buy
+20,900
New +$559K 0.15% 155

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

Archford Capital Strategies's IBDU Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.6% in Q2 2026, selling an estimated $66.6K and leaving 48,754 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #159.

Archford Capital Strategies first reported a position in IBDU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.61M in Q3 2023. 131 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Archford Capital Strategies held 48,754 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.13M as of Q2 2026.
  • Archford Capital Strategies sold 2,873 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $66.6K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Archford Capital Strategies's portfolio in Q2 2026, its #159 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.61M in Q3 2023.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.