Cary Street Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cary Street Partners’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	$1.36M	Hold	58,599	–	–	0.03%	437
2026 Q1	$1.36M	Sell	58,599 -2,162	-4%	-$50.6K	0.03%	386
2025 Q4	$1.42M	Buy	60,761 +6,420	+12%	+$150K	0.04%	378
2025 Q3	$1.28M	Buy	54,341 +2,017	+4%	+$47.1K	0.03%	387
2025 Q2	$1.22M	Buy	52,324 +2,733	+6%	+$63K	0.03%	383
2025 Q1	$1.15M	Buy	49,591 +7,055	+17%	+$162K	0.04%	363
2024 Q4	$970K	Buy	+42,536	New	+$980K	0.03%	388

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

Cary Street Partners's IBDU Position: Q2 2026 in Review

Cary Street Partners held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 58,599 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #437.

Cary Street Partners first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Cary Street Partners held 58,599 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.36M as of Q2 2026.
Cary Street Partners left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #437 holding.
Cary Street Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.42M in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.