Camelot Portfolios’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Camelot Portfolios’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	$1.15M	Sell	49,857 -143	-0.3%	-$3.31K	0.81%	31
2026 Q1	$1.16M	Sell	50,000 -9,018	-15%	-$211K	0.86%	31
2025 Q4	$1.38M	Sell	59,018 -9,770	-14%	-$229K	0.85%	26
2025 Q3	$1.61M	Sell	68,788 -3,192	-4%	-$74.6K	0.95%	29
2025 Q2	$1.68M	Sell	71,980 -4,690	-6%	-$108K	1%	24
2025 Q1	$1.77M	Buy	76,670 +37,827	+97%	+$867K	1.1%	20
2024 Q4	$886K	Buy	+38,843	New	+$895K	0.96%	33
2024 Q3	–	Sell	-21,087	Closed	-$478K	–	334
2024 Q2	$478K	Buy	21,087 +10,836	+106%	+$244K	0.27%	96
2024 Q1	$234K	Buy	+10,251	New	+$234K	0.23%	106

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

Camelot Portfolios's IBDU Position: Q2 2026 in Review

Camelot Portfolios reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.29% in Q2 2026, selling an estimated $3.31K and leaving 49,857 shares worth $1.15M. The position accounts for 0.81% of the portfolio, ranked #31.

Camelot Portfolios first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q1 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Camelot Portfolios held 49,857 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.15M as of Q2 2026.
Camelot Portfolios sold 143 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.31K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.81% of Camelot Portfolios's portfolio in Q2 2026, its #31 holding.
Camelot Portfolios first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Camelot Portfolios's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.77M in Q1 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.