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

Capital Investment 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 		$93.5M Buy
4,035,738
+171,532
+4% +$3.98M 1.23% 14
2026
Q1 		$89.9M Buy
3,864,206
+142,045
+4% +$3.32M 1.31% 13
2025
Q4 		$87.1M Buy
3,722,161
+232,608
+7% +$5.45M 1.33% 14
2025
Q3 		$81.9M Buy
3,489,553
+250,475
+8% +$5.85M 1.34% 13
2025
Q2 		$75.6M Buy
3,239,078
+284,631
+10% +$6.57M 1.35% 12
2025
Q1 		$68.3M Buy
2,954,447
+253,712
+9% +$5.82M 1.34% 15
2024
Q4 		$61.6M Buy
2,700,735
+323,578
+14% +$7.45M 1.25% 17
2024
Q3 		$55.9M Buy
2,377,157
+267,920
+13% +$6.21M 1.15% 18
2024
Q2 		$47.8M Buy
2,109,237
+229,403
+12% +$5.17M 1.08% 20
2024
Q1 		$42.9M Buy
1,879,834
+228,895
+14% +$5.22M 1% 23
2023
Q4 		$38.1M Buy
1,650,939
+154,626
+10% +$3.43M 0.96% 25
2023
Q3 		$32.8M Buy
1,496,313
+200,803
+15% +$4.46M 0.91% 28
2023
Q2 		$29.1M Buy
+1,295,510
New +$29.4M 0.89% 26
2023
Q1 		– Sell
-897,222
Closed -$19.9M – 582
2022
Q4 		$19.9M Buy
897,222
+143,763
+19% +$3.17M 0.6% 44
2022
Q3 		$16.4M Buy
753,459
+115,233
+18% +$2.64M 0.56% 49
2022
Q2 		$14.6M Buy
638,226
+64,121
+11% +$1.49M 0.48% 56
2022
Q1 		$14.1M Buy
574,105
+68,927
+14% +$1.74M 0.43% 59
2021
Q4 		$13.3M Buy
505,178
+71,580
+17% +$1.89M 0.41% 59
2021
Q3 		$11.5M Buy
433,598
+75,937
+21% +$2.05M 0.39% 62
2021
Q2 		$9.59M Buy
357,661
+142,292
+66% +$3.77M 0.33% 68
2021
Q1 		$5.63M Buy
215,369
+112,165
+109% +$3M 0.21% 92
2020
Q4 		$2.84M Buy
103,204
+71,025
+221% +$1.93M 0.12% 128
2020
Q3 		$870K Buy
+32,179
New +$874K 0.04% 244

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Capital Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.4% in Q2 2026, buying an estimated $3.98M and bringing the position to 4,035,738 shares worth $93.5M. The position accounts for 1.23% of the portfolio, ranked #14.

Capital Investment Advisors first reported a position in IBDU in Q3 2020 and has held it in 23 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Capital Investment Advisors held 4,035,738 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $93.5M as of Q2 2026.
  • Capital Investment Advisors bought 171,532 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.98M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.23% of Capital Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2020 and has held it in 23 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.