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

Commonwealth Financial 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	$3.5M	Sell	151,299 -313,046	-67%	-$7.26M	0.47%	48
2026 Q1	$10.8M	Buy	464,345 +31,519	+7%	+$737K	1.71%	17
2025 Q4	$10.1M	Buy	432,826 +16,488	+4%	+$386K	1.67%	14
2025 Q3	$9.77M	Buy	416,338 +10,814	+3%	+$253K	1.67%	15
2025 Q2	$9.46M	Buy	405,524 +3,355	+0.8%	+$77.4K	1.82%	14
2025 Q1	$9.3M	Sell	402,169 -420	-0.1%	-$9.63K	1.91%	11
2024 Q4	$9.18M	Buy	402,589 +6,499	+2%	+$150K	1.8%	16
2024 Q3	$9.29M	Buy	396,090 +22,000	+6%	+$510K	1.83%	14
2024 Q2	$8.51M	Buy	374,090 +358,552	+2,308%	+$8.09M	1.75%	19
2024 Q1	$358K	Hold	15,538	–	–	0.08%	119
2023 Q4	$358K	Buy	15,538 +6,352	+69%	+$141K	0.08%	117
2023 Q3	$201K	Buy	+9,186	New	+$204K	0.06%	179

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 Financial Services's IBDU Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 67% in Q2 2026, selling an estimated $7.26M and leaving 151,299 shares worth $3.5M. The position accounts for 0.47% of the portfolio, ranked #48.

Commonwealth Financial Services first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.8M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Commonwealth Financial Services held 151,299 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.5M as of Q2 2026.
Commonwealth Financial Services sold 313,046 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $7.26M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.47% of Commonwealth Financial Services's portfolio in Q2 2026, its #48 holding.
Commonwealth Financial Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $10.8M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.