Bartlett & Co Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bartlett & Co Wealth Management’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	$12.3K	Hold	530	–	–	﹤0.01%	964
2026 Q1	$12.3K	Hold	530	–	–	﹤0.01%	898
2025 Q4	$12.4K	Hold	530	–	–	﹤0.01%	902
2025 Q3	$12.4K	Hold	530	–	–	﹤0.01%	892
2025 Q2	$12.4K	Hold	530	–	–	﹤0.01%	893
2025 Q1	$12.3K	Sell	530 -70	-12%	-$1.6K	﹤0.01%	896
2024 Q4	$13.7K	Hold	600	–	–	﹤0.01%	869
2024 Q3	$14.1K	Hold	600	–	–	﹤0.01%	872
2024 Q2	$13.6K	Hold	600	–	–	﹤0.01%	879
2024 Q1	$13.7K	Hold	600	–	–	﹤0.01%	878
2023 Q4	$13.8K	Hold	600	–	–	﹤0.01%	950
2023 Q3	$13.1K	Hold	600	–	–	﹤0.01%	895
2023 Q2	$13.5K	Buy	+600	New	+$13.6K	﹤0.01%	887

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

Bartlett & Co Wealth Management's IBDU Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 530 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Bartlett & Co Wealth Management first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.1K in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Bartlett & Co Wealth Management held 530 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.3K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #964 holding.
Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $14.1K in Q3 2024.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.