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Burkett Financial Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Burkett Financial Services’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 		$49.6K Buy
2,140
+25
+1% +$580 0.02% 99
2026
Q1 		$49.2K Buy
2,115
+15
+0.7% +$351 0.02% 101
2025
Q4 		$49.1K Buy
+2,100
New +$49.2K 0.02% 100

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
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
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Burkett Financial Services's IBDU Position: Q2 2026 in Review

Burkett Financial Services increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.2% in Q2 2026, buying an estimated $580 and bringing the position to 2,140 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #99.

Burkett Financial Services first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Burkett Financial Services held 2,140 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $49.6K as of Q2 2026.
  • Burkett Financial Services bought 25 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $580.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #99 holding.
  • Burkett Financial Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.