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

AssuredPartners 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 		$2.74M Buy
118,331
+11,727
+11% +$272K 0.27% 105
2026
Q1 		$2.47M Buy
+106,604
New +$2.49M 0.27% 96

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

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

AssuredPartners Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q2 2026, buying an estimated $272K and bringing the position to 118,331 shares worth $2.74M. The position accounts for 0.27% of the portfolio, ranked #105.

AssuredPartners Investment Advisors first reported a position in IBDU in Q1 2026 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • AssuredPartners Investment Advisors held 118,331 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.74M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 11,727 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $272K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.27% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.