Cambridge Investment Research Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cambridge Investment Research Advisors’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	$5.45M	Buy	235,320 +27,429	+13%	+$636K	0.01%	996
2026 Q1	$4.84M	Buy	207,891 +21,421	+11%	+$501K	0.01%	986
2025 Q4	$4.36M	Buy	186,470 +25,122	+16%	+$589K	0.01%	997
2025 Q3	$3.79M	Buy	161,348 +29,074	+22%	+$679K	0.01%	1072
2025 Q2	$3.09M	Buy	132,274 +42,725	+48%	+$985K	0.01%	1130
2025 Q1	$2.07M	Buy	89,549 +41,027	+85%	+$941K	0.01%	1313
2024 Q4	$1.11M	Buy	48,522 +24,739	+104%	+$570K	﹤0.01%	1788
2024 Q3	$559K	Buy	23,783 +1,887	+9%	+$43.7K	﹤0.01%	2316
2024 Q2	$496K	Buy	21,896 +7,073	+48%	+$160K	﹤0.01%	2310
2024 Q1	$338K	Buy	+14,823	New	+$338K	﹤0.01%	2609
2023 Q4	–	Sell	-21,523	Closed	-$471K	–	3242
2023 Q3	$471K	Sell	21,523 -19,463	-47%	-$433K	﹤0.01%	2131
2023 Q2	$920K	Buy	40,986 +988	+2%	+$22.4K	﹤0.01%	1669
2023 Q1	$915K	Buy	+39,998	New	+$904K	﹤0.01%	1631

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

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

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cambridge Investment Research Advisors's IBDU Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, buying an estimated $636K and bringing the position to 235,320 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #996.

Cambridge Investment Research Advisors first reported a position in IBDU in Q1 2023 and has held it in 13 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Cambridge Investment Research Advisors held 235,320 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.45M as of Q2 2026.
Cambridge Investment Research Advisors bought 27,429 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $636K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #996 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.