Autumn Glory Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Autumn Glory Partners’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	$728K	Buy	31,419 +2,599	+9%	+$60.2K	0.21%	111
2026 Q1	$670K	Buy	28,820 +4,254	+17%	+$99.5K	0.25%	96
2025 Q4	$575K	Hold	24,566	–	–	0.2%	118
2025 Q3	$577K	Buy	24,566 +637	+3%	+$14.9K	0.24%	112
2025 Q2	$558K	Hold	23,929	–	–	0.26%	108
2025 Q1	$553K	Buy	23,929 +6,566	+38%	+$151K	0.27%	101
2024 Q4	$396K	Buy	17,363 +129	+0.7%	+$2.97K	0.19%	114
2024 Q3	$405K	Hold	17,234	–	–	0.16%	150
2024 Q2	$391K	Hold	17,234	–	–	0.2%	103
2024 Q1	$393K	Hold	17,234	–	–	0.19%	102
2023 Q4	$396K	Buy	17,234 +742	+4%	+$16.4K	0.23%	97
2023 Q3	$361K	Buy	16,492 +5,163	+46%	+$115K	0.22%	101
2023 Q2	$254K	Buy	+11,329	New	+$257K	0.19%	114

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

Autumn Glory Partners's IBDU Position: Q2 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9% in Q2 2026, buying an estimated $60.2K and bringing the position to 31,419 shares worth $728K. The position accounts for 0.21% of the portfolio, ranked #111.

Autumn Glory Partners first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Autumn Glory Partners held 31,419 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $728K as of Q2 2026.
Autumn Glory Partners bought 2,599 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $60.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.21% of Autumn Glory Partners's portfolio in Q2 2026, its #111 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.