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

Clearstead 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	$587K	Buy	25,360 +171	+0.7%	+$3.96K	0.01%	702
2026 Q1	$586K	Buy	25,189 +1,275	+5%	+$29.8K	0.01%	676
2025 Q4	$560K	Buy	23,914 +213	+0.9%	+$4.99K	0.01%	625
2025 Q3	$556K	Buy	23,701 +3,611	+18%	+$84.3K	0.01%	601
2025 Q2	$469K	Buy	20,090 +4,922	+32%	+$114K	0.01%	630
2025 Q1	$351K	Buy	15,168 +5,566	+58%	+$128K	0.01%	664
2024 Q4	$219K	Hold	9,602	–	–	﹤0.01%	825
2024 Q3	$226K	Buy	+9,602	New	+$223K	﹤0.01%	817

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

Clearstead Advisors's IBDU Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.68% in Q2 2026, buying an estimated $3.96K and bringing the position to 25,360 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #702.

Clearstead Advisors first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Clearstead Advisors held 25,360 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $587K as of Q2 2026.
Clearstead Advisors bought 171 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.96K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #702 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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