Capital Advisors Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Capital Advisors Inc’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	$119M	Buy	5,140,239 +56,623	+1%	+$1.31M	1.75%	11
2026 Q1	$118M	Buy	5,083,616 +284,961	+6%	+$6.67M	1.9%	12
2025 Q4	$112M	Buy	4,798,655 +131,430	+3%	+$3.08M	1.81%	9
2025 Q3	$110M	Buy	4,667,225 +202,622	+5%	+$4.73M	1.83%	10
2025 Q2	$104M	Buy	4,464,603 +209,614	+5%	+$4.83M	1.87%	9
2025 Q1	$98.4M	Buy	4,254,989 +369,209	+10%	+$8.47M	1.96%	9
2024 Q4	$88.6M	Buy	3,885,780 +232,402	+6%	+$5.35M	1.77%	11
2024 Q3	$85.9M	Buy	3,653,378 +185,926	+5%	+$4.31M	1.72%	9
2024 Q2	$78.6M	Buy	3,467,452 +184,075	+6%	+$4.15M	1.62%	11
2024 Q1	$74.9M	Buy	3,283,377 +286,414	+10%	+$6.53M	1.61%	12
2023 Q4	$69.1M	Buy	2,996,963 +131,354	+5%	+$2.91M	1.55%	12
2023 Q3	$62.8M	Buy	2,865,609 +114,383	+4%	+$2.54M	1.64%	13
2023 Q2	$61.8M	Buy	2,751,226 +134,339	+5%	+$3.05M	1.57%	14
2023 Q1	$59.9M	Buy	+2,616,887	New	+$59.1M	1.61%	11

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Capital Advisors Inc's IBDU Position: Q2 2026 in Review

Capital Advisors Inc increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $1.31M and bringing the position to 5,140,239 shares worth $119M. The position accounts for 1.75% of the portfolio, ranked #11.

Capital Advisors Inc first reported a position in IBDU in Q1 2023 and has held it in 14 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Capital Advisors Inc held 5,140,239 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $119M as of Q2 2026.
Capital Advisors Inc bought 56,623 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.31M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.75% of Capital Advisors Inc's portfolio in Q2 2026, its #11 holding.
Capital Advisors Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.