Blue Square Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Blue Square Asset 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	$886K	Sell	38,267 -568	-1%	-$13.2K	0.36%	38
2026 Q1	$903K	Sell	38,835 -1,570	-4%	-$36.7K	0.43%	39
2025 Q4	$946K	Sell	40,405 -694	-2%	-$16.3K	0.42%	38
2025 Q3	$965K	Sell	41,099 -404	-1%	-$9.44K	0.42%	39
2025 Q2	$968K	Buy	41,503 +180	+0.4%	+$4.15K	0.45%	42
2025 Q1	$956K	Buy	41,323 +504	+1%	+$11.6K	0.51%	40
2024 Q4	$931K	Buy	+40,819	New	+$940K	0.46%	45

Other funds holding IBDU

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Blue Square Asset Management's IBDU Position: Q2 2026 in Review

Blue Square Asset Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.5% in Q2 2026, selling an estimated $13.2K and leaving 38,267 shares worth $886K. The position accounts for 0.36% of the portfolio, ranked #38.

Blue Square Asset Management first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $968K in Q2 2025. 149 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Blue Square Asset Management held 38,267 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $886K as of Q2 2026.
Blue Square Asset Management sold 568 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $13.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.36% of Blue Square Asset Management's portfolio in Q2 2026, its #38 holding.
Blue Square Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Blue Square Asset Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $968K in Q2 2025.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.