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Cornerstone Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cornerstone Planning’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 		$2.81M Sell
121,300
-240,131
-66% -$5.57M 0.65% 59
2026
Q1 		$8.43M Buy
361,431
+285,603
+377% +$6.68M 1.9% 16
2025
Q4 		$1.77M Buy
+75,828
New +$1.78M 0.41% 76
2024
Q4 		$1.59M Buy
+69,598
New +$1.6M 0.61% 65

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

Cornerstone Planning's IBDU Position: Q2 2026 in Review

Cornerstone Planning reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 66% in Q2 2026, selling an estimated $5.57M and leaving 121,300 shares worth $2.81M. The position accounts for 0.65% of the portfolio, ranked #59.

Cornerstone Planning first reported a position in IBDU in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.43M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Cornerstone Planning held 121,300 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.81M as of Q2 2026.
  • Cornerstone Planning sold 240,131 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $5.57M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.65% of Cornerstone Planning's portfolio in Q2 2026, its #59 holding.
  • Cornerstone Planning first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $8.43M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.