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

Cabot 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	$2.72M	Buy	117,263 +26,556	+29%	+$616K	0.28%	72
2026 Q1	$2.11M	Buy	90,707 +10,094	+13%	+$236K	0.24%	75
2025 Q4	$1.89M	Buy	80,613 +2,485	+3%	+$58.2K	0.21%	83
2025 Q3	$1.83M	Buy	78,128 +3,488	+5%	+$81.5K	0.2%	83
2025 Q2	$1.74M	Buy	74,640 +1,937	+3%	+$44.7K	0.21%	86
2025 Q1	$1.68M	Buy	72,703 +1,789	+3%	+$41K	0.21%	82
2024 Q4	$1.62M	Buy	70,914 +700	+1%	+$16.1K	0.21%	83
2024 Q3	$1.65M	Buy	70,214 +29,071	+71%	+$674K	0.21%	88
2024 Q2	$933K	Buy	41,143 +8,664	+27%	+$195K	0.12%	103
2024 Q1	$741K	Buy	32,479 +3,748	+13%	+$85.5K	0.1%	106
2023 Q4	$663K	Buy	28,731 +1,897	+7%	+$42K	0.09%	102
2023 Q3	$588K	Buy	+26,834	New	+$597K	0.09%	105

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

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

Cabot Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 29% in Q2 2026, buying an estimated $616K and bringing the position to 117,263 shares worth $2.72M. The position accounts for 0.28% of the portfolio, ranked #72.

Cabot Wealth Management first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Cabot Wealth Management held 117,263 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.72M as of Q2 2026.
Cabot Wealth Management bought 26,556 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $616K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.28% of Cabot Wealth Management's portfolio in Q2 2026, its #72 holding.
Cabot Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.