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Breachway Investments’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Breachway Investments’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 		$2.5M Buy
107,805
+2,537
+2% +$58.8K 3.76% 6
2026
Q1 		$2.44M Buy
105,268
+4,218
+4% +$98.7K 2.34% 10
2025
Q4 		$2.37M Buy
+101,050
New +$2.37M 2.49% 11

Other funds holding IBDU

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Breachway Investments's IBDU Position: Q2 2026 in Review

Breachway Investments increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.4% in Q2 2026, buying an estimated $58.8K and bringing the position to 107,805 shares worth $2.5M. The position accounts for 3.76% of the portfolio, ranked #6.

Breachway Investments first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Breachway Investments held 107,805 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.5M as of Q2 2026.
  • Breachway Investments bought 2,537 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $58.8K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 3.76% of Breachway Investments's portfolio in Q2 2026, its #6 holding.
  • Breachway Investments first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.