Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Baron Silver Stevens Financial 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	$1.24M	Buy	+53,470	New	+$1.24M	0.16%	61
2026 Q1	–	Sell	-42,415	Closed	-$993K	–	140
2025 Q4	$993K	Buy	+42,415	New	+$994K	0.14%	62
2025 Q3	–	Sell	-41,824	Closed	-$976K	–	150
2025 Q2	$976K	Buy	+41,824	New	+$965K	0.16%	60
2024 Q3	–	Sell	-32,365	Closed	-$734K	–	121
2024 Q2	$734K	Sell	32,365 -2,667	-8%	-$60.2K	0.14%	59
2024 Q1	$799K	Buy	+35,032	New	+$799K	0.15%	59
2023 Q4	–	Sell	-12,336	Closed	-$270K	–	110
2023 Q3	$270K	Buy	12,336 +137	+1%	+$3.05K	0.06%	84
2023 Q2	$274K	Buy	12,199 +44	+0.4%	+$997	0.06%	86
2023 Q1	$278K	Buy	+12,155	New	+$275K	0.07%	80

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

Baron Silver Stevens Financial Advisors's IBDU Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 53,470 shares worth $1.24M. The stake represents 0.16% of the portfolio and ranks #61 among its holdings. This is a return to the name: Baron Silver Stevens Financial Advisors previously reported a position in IBDU as recently as Q4 2025.

Baron Silver Stevens Financial Advisors first reported a position in IBDU in Q1 2023 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Baron Silver Stevens Financial Advisors held 53,470 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.24M as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #61 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.