Banque Cantonale Vaudoise’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Banque Cantonale Vaudoise’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	–	Sell	-9,719	Closed	-$226K	–	906
2026 Q1	$226K	Sell	9,719 -4,709	-33%	-$110K	0.01%	618
2025 Q4	$338K	Sell	14,428 -759	-5%	-$17.8K	0.01%	499
2025 Q3	$356K	Buy	15,187 +5,613	+59%	+$131K	0.01%	489
2025 Q2	$223K	Hold	9,574	–	–	0.01%	539
2025 Q1	$221K	Buy	+9,574	New	+$220K	0.01%	560
2024 Q3	$137K	Buy	+5,836	New	+$135K	0.01%	523

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

Banque Cantonale Vaudoise's IBDU Position: Q2 2026 in Review

Banque Cantonale Vaudoise sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 9,719 shares — an estimated $226K sold.

Banque Cantonale Vaudoise first reported a position in IBDU in Q3 2024 and held it in 6 quarters. The position peaked at $356K in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Banque Cantonale Vaudoise reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Banque Cantonale Vaudoise sold 9,719 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $226K.
Banque Cantonale Vaudoise first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 6 quarters.
Banque Cantonale Vaudoise's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $356K in Q3 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.