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

Community Financial Services Group’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 		$501K Buy
+21,719
New +$503K 0.07% 89

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Community Financial Services Group's IBDU Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 21,719 shares worth $501K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings.

75 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Community Financial Services Group held 21,719 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $501K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of Community Financial Services Group's portfolio in Q2 2026, its #89 holding.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.