Bullock Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bullock 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	$1.56M	Buy	67,532 +12,781	+23%	+$296K	0.68%	27
2026 Q1	$1.27M	Buy	54,751 +10,898	+25%	+$255K	0.64%	34
2025 Q4	$1.03M	Buy	43,853 +7,386	+20%	+$173K	0.5%	48
2025 Q3	$855K	Buy	36,467 +2,972	+9%	+$69.4K	0.43%	56
2025 Q2	$778K	Buy	33,495 +5,756	+21%	+$133K	0.41%	59
2025 Q1	$640K	Buy	27,739 +18,036	+186%	+$414K	0.36%	67
2024 Q4	$221K	Buy	9,703 +5,289	+120%	+$122K	0.13%	142
2024 Q3	$104K	Buy	4,414 +1,645	+59%	+$38.1K	0.06%	190
2024 Q2	$62.3K	Buy	2,769 +32	+1%	+$722	0.04%	215
2024 Q1	$62.3K	Buy	+2,737	New	+$62.4K	0.04%	226

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

Bullock Wealth Management's IBDU Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 23% in Q2 2026, buying an estimated $296K and bringing the position to 67,532 shares worth $1.56M. The position accounts for 0.68% of the portfolio, ranked #27.

Bullock Wealth Management first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Bullock Wealth Management held 67,532 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.56M as of Q2 2026.
Bullock Wealth Management bought 12,781 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $296K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.68% of Bullock Wealth Management's portfolio in Q2 2026, its #27 holding.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.