Commonwealth Equity Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Commonwealth Equity Services’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	$27.4M	Buy	1,182,596 +36,468	+3%	+$845K	0.03%	491
2026 Q1	$26.7M	Sell	1,146,128 -53,967	-4%	-$1.26M	0.04%	467
2025 Q4	$28.1M	Buy	1,200,095 +71,734	+6%	+$1.68M	0.04%	446
2025 Q3	$26.5M	Buy	1,128,361 +108,871	+11%	+$2.54M	0.03%	471
2025 Q2	$23.8M	Sell	1,019,490 -160	-0%	-$3.69K	0.03%	522
2025 Q1	$23.6M	Buy	1,019,650 +43,683	+4%	+$1M	0.03%	502
2024 Q4	$22.3M	Buy	975,967 +85,483	+10%	+$1.97M	0.03%	497
2024 Q3	$20.9M	Buy	890,484 +74,779	+9%	+$1.73M	0.03%	499
2024 Q2	$18.5M	Buy	815,705 +148,045	+22%	+$3.34M	0.03%	534
2024 Q1	$15.2M	Buy	667,660 +147,955	+28%	+$3.38M	0.03%	601
2023 Q4	$12M	Buy	519,705 +93,872	+22%	+$2.08M	0.02%	652
2023 Q3	$9.33M	Buy	425,833 +90,263	+27%	+$2.01M	0.02%	704
2023 Q2	$7.53M	Buy	335,570 +14,861	+5%	+$337K	0.02%	820
2023 Q1	$7.34M	Buy	320,709 +2,406	+0.8%	+$54.4K	0.02%	820
2022 Q4	$7.06M	Sell	318,303 -5,158	-2%	-$114K	0.02%	789
2022 Q3	$7.05M	Buy	+323,461	New	+$7.41M	0.02%	734

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

Commonwealth Equity Services's IBDU Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.2% in Q2 2026, buying an estimated $845K and bringing the position to 1,182,596 shares worth $27.4M. The position accounts for 0.03% of the portfolio, ranked #491.

Commonwealth Equity Services first reported a position in IBDU in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.1M in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Commonwealth Equity Services held 1,182,596 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $27.4M as of Q2 2026.
Commonwealth Equity Services bought 36,468 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $845K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #491 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $28.1M in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.