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Blue Trust Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Blue Trust Inc’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 		$67.9K Buy
2,932
+2,114
+258% +$49K ﹤0.01% 1211
2026
Q1 		$19K Buy
818
+7
+0.9% +$164 ﹤0.01% 1668
2025
Q4 		$19K Buy
811
+12
+2% +$281 ﹤0.01% 1700
2025
Q3 		$18.8K Buy
799
+9
+1% +$210 ﹤0.01% 1682
2025
Q2 		$18.4K Buy
790
+10
+1% +$231 ﹤0.01% 1703
2025
Q1 		$18K Buy
780
+6
+0.8% +$138 ﹤0.01% 1678
2024
Q4 		$17.7K Buy
+774
New +$17.8K ﹤0.01% 1646

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Blue Trust Inc's IBDU Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 258% in Q2 2026, buying an estimated $49K and bringing the position to 2,932 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Blue Trust Inc first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Blue Trust Inc held 2,932 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $67.9K as of Q2 2026.
  • Blue Trust Inc bought 2,114 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $49K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1211 holding.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.