Brookstone Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Brookstone Capital 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	$728K	Sell	31,446 -1,132	-3%	-$26.2K	0.01%	810
2026 Q1	$758K	Buy	32,578 +682	+2%	+$16K	0.01%	731
2025 Q4	$747K	Sell	31,896 -191	-0.6%	-$4.48K	0.01%	722
2025 Q3	$753K	Sell	32,087 -994	-3%	-$23.2K	0.01%	694
2025 Q2	$772K	Buy	33,081 +361	+1%	+$8.33K	0.01%	634
2025 Q1	$757K	Buy	32,720 +2,540	+8%	+$58.2K	0.01%	617
2024 Q4	$688K	Buy	+30,180	New	+$695K	0.01%	615

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

Brookstone Capital Management's IBDU Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.5% in Q2 2026, selling an estimated $26.2K and leaving 31,446 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #810.

Brookstone Capital Management first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q2 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Brookstone Capital Management held 31,446 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $728K as of Q2 2026.
Brookstone Capital Management sold 1,132 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $26.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #810 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $772K in Q2 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.