Bank of New Hampshire’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bank of New Hampshire’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	$957K	Sell	41,340 -2,300	-5%	-$53.3K	0.2%	106
2026 Q1	$1.02M	Buy	43,640 +2,050	+5%	+$48K	0.23%	95
2025 Q4	$973K	Sell	41,590 -450	-1%	-$10.5K	0.22%	95
2025 Q3	$987K	Buy	42,040 +2,200	+6%	+$51.4K	0.23%	93
2025 Q2	$929K	Buy	39,840 +6,450	+19%	+$149K	0.23%	95
2025 Q1	$772K	Buy	33,390 +3,175	+11%	+$72.8K	0.2%	108
2024 Q4	$689K	Buy	30,215 +16,015	+113%	+$369K	0.18%	113
2024 Q3	$334K	Sell	14,200 -2,410	-15%	-$55.9K	0.08%	155
2024 Q2	$377K	Sell	16,610 -400	-2%	-$9.02K	0.1%	148
2024 Q1	$388K	Buy	17,010 +6,220	+58%	+$142K	0.1%	151
2023 Q4	$249K	Buy	10,790 +5,590	+108%	+$124K	0.07%	171
2023 Q3	$114K	Buy	5,200 +500	+11%	+$11.1K	0.03%	240
2023 Q2	$106K	Hold	4,700	–	–	0.03%	246
2023 Q1	$108K	Hold	4,700	–	–	0.03%	241
2022 Q4	$104K	Hold	4,700	–	–	0.03%	250
2022 Q3	$102K	Hold	4,700	–	–	0.03%	247
2022 Q2	$107K	Hold	4,700	–	–	0.03%	248
2022 Q1	$115K	Buy	+4,700	New	+$119K	0.03%	257

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

Bank of New Hampshire's IBDU Position: Q2 2026 in Review

Bank of New Hampshire reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.3% in Q2 2026, selling an estimated $53.3K and leaving 41,340 shares worth $957K. The position accounts for 0.2% of the portfolio, ranked #106.

Bank of New Hampshire first reported a position in IBDU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2026. 263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Bank of New Hampshire held 41,340 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $957K as of Q2 2026.
Bank of New Hampshire sold 2,300 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $53.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.2% of Bank of New Hampshire's portfolio in Q2 2026, its #106 holding.
Bank of New Hampshire first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
Bank of New Hampshire's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.02M in Q1 2026.
263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.