CAPTRUST Financial Advisors
IBDU icon

CAPTRUST Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

CAPTRUST Financial 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 		$17.7M Buy
764,126
+110,841
+17% +$2.57M 0.03% 430
2026
Q1 		$15.2M Buy
653,285
+62,842
+11% +$1.47M 0.03% 432
2025
Q4 		$13.8M Buy
590,443
+78,809
+15% +$1.85M 0.03% 414
2025
Q3 		$12M Buy
511,634
+108,460
+27% +$2.53M 0.02% 433
2025
Q2 		$9.41M Buy
403,174
+241
+0.1% +$5.56K 0.02% 471
2025
Q1 		$9.32M Buy
402,933
+47,406
+13% +$1.09M 0.02% 451
2024
Q4 		$8.11M Buy
355,527
+306,076
+619% +$7.05M 0.02% 414
2024
Q3 		$1.16M Buy
49,451
+8,053
+19% +$187K ﹤0.01% 1105
2024
Q2 		$938K Buy
41,398
+133
+0.3% +$3K ﹤0.01% 1172
2024
Q1 		$942K Sell
41,265
-891
-2% -$20.3K ﹤0.01% 1160
2023
Q4 		$973K Buy
42,156
+9,901
+31% +$219K ﹤0.01% 1280
2023
Q3 		$706K Sell
32,255
-332
-1% -$7.38K ﹤0.01% 1415
2023
Q2 		$732K Buy
32,587
+339
+1% +$7.68K ﹤0.01% 1404
2023
Q1 		$738K Buy
32,248
+271
+0.8% +$6.12K ﹤0.01% 1199
2022
Q4 		$709K Sell
31,977
-6,196
-16% -$136K ﹤0.01% 1154
2022
Q3 		$832K Sell
38,173
-350
-0.9% -$8.02K ﹤0.01% 1007
2022
Q2 		$880K Buy
38,523
+16,486
+75% +$384K 0.01% 897
2022
Q1 		$540K Buy
22,037
+1,916
+10% +$48.3K ﹤0.01% 1113
2021
Q4 		$530K Sell
20,121
-1,067
-5% -$28.2K ﹤0.01% 1089
2021
Q3 		$564K Buy
21,188
+19,351
+1,053% +$521K ﹤0.01% 976
2021
Q2 		$49K Hold
1,837
– – ﹤0.01% 2526
2021
Q1 		$48K Hold
1,837
– – ﹤0.01% 2451
2020
Q4 		$50K Hold
1,837
– – ﹤0.01% 1830
2020
Q3 		$50K Buy
+1,837
New +$49.9K ﹤0.01% 1628

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

CAPTRUST Financial Advisors's IBDU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 17% in Q2 2026, buying an estimated $2.57M and bringing the position to 764,126 shares worth $17.7M. The position accounts for 0.03% of the portfolio, ranked #430.

CAPTRUST Financial Advisors first reported a position in IBDU in Q3 2020 and has held it in 24 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • CAPTRUST Financial Advisors held 764,126 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $17.7M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 110,841 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.57M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #430 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2020 and has held it in 24 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.