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

Clearstead Trust’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 		$427K Hold
18,454
– – 0.06% 122
2026
Q1 		$429K Hold
18,454
– – 0.07% 120
2025
Q4 		$432K Buy
+18,454
New +$432K 0.07% 121

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

Clearstead Trust's IBDU Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 18,454 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #122.

Clearstead Trust first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $432K in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Clearstead Trust held 18,454 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $427K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Clearstead Trust's portfolio in Q2 2026, its #122 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $432K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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